# Lori Curtiss

> Lori Curtiss is a fee-only financial advisor at A Money Maker Mindset in Calgary, Alberta, Canada, who holds the CFP and CFBS credentials. Lori charges hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from C$108 a year and C$250 an hour) and focuses on retirement planning, pension planning and small business owners.

Page: https://find.wellspent.co/advisors/lori-curtiss/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** A Money Maker Mindset
- **Based in:** Calgary, Alberta, Canada
- **Fee model:** Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from C$108 a year; C$250 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, CFBS
- **Specialties:** Retirement planning, Pension planning, Small business owners
- **Website:** www.amoneymakermindset.com

## Frequently asked questions

### Is Lori Curtiss a fee-only financial advisor?

Yes. Lori Curtiss is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### How does Lori charge for financial advice?

Lori charges hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Lori charge?

According to A Money Maker Mindset's website, checked October 28, 2026: ongoing planning from C$108 a year; C$250 an hour.

### Does Lori work with clients virtually?

Yes. A Money Maker Mindset says on its website that it works with clients remotely.

### Where is Lori Curtiss based?

Lori Curtiss is based in Calgary, Alberta, Canada.

### What does Lori specialize in?

Lori's specialties include retirement planning, pension planning and small business owners.

### What credentials does Lori Curtiss hold?

Lori Curtiss holds the CFP and CFBS credentials.

### How do I contact Lori Curtiss?

Through Lori's website, www.amoneymakermindset.com.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://www.amoneymakermindset.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.