Lori Curtiss
A Money Maker Mindset · Calgary, Alberta, Canada
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.
Request an introduction to Lori →
Specialties
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 |
| Accepting new clients | Yes |
| Credentials | CFP · CFBS |
| Website | www.amoneymakermindset.com |
Request an introduction to Lori
Tell Lori a little about what you're looking for. Lori isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lori
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- A Money Maker Mindset website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.