Behavioral Psychology and Financing Planning with Lori Curtiss

Beyond Wealth: Success Unscripted

Join us in this engaging episode as we dive into the fascinating world of behavioral psychology and financial planning with Lori Curtiss. Lori, a certified financial planner and behavioral finance specialist, shares her journey from the Peace country to becoming a pioneer in combining financial planning with psychological insights. Discover how Lori helps her clients uncover their financial biases and beliefs formed in childhood and how she uses these insights to create personalized action plans.

Lori discusses her innovative financial psychology assessment, designed to help clients understand their financial behaviors and make confident, informed decisions about their money. Through her company, Moneymaker Mindset, Lori aims to reduce financial anxiety and stress, empowering clients to take control of their financial future.

Listen as Lori shares personal anecdotes, client success stories, and practical advice on finding the right financial advisor. Whether you're just starting out or looking to refine your financial strategies, this episode offers valuable insights into achieving financial well-being.

Guest Bio: Lori Curtiss is a certified financial planner and behavioral finance specialist with over 20 years of experience. She holds a master's degree in financial psychology and is passionate about helping clients develop healthy financial behaviors. Lori founded Moneymaker Mindset to assist clients in overcoming financial stress and making confident financial decisions.

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