Lorri DeFoor // Sustain Financial
WHY I GOT INTO THE BIZ / WHAT INSPIRES ME:
A few years ago, I was on a quest to find a financial planner for myself. I was disappointed to find that the only people in town willing to work with me did not meet my strict criteria for selecting a financial planner. I started doing my own planning -- learning and researching how to best create the financial life I wanted for myself, and fell in love with the process. I went to work for another planner in town to learn the ropes of running a financial planning firm, and after about 2 years, I started my own company so that I could serve the type of clients that I was passionate about working with, in a way that added value to their lives.
On a daily basis, I am inspired by the possibility of drastically impacting the lives of my clients so that they can build and enjoy wealth in a way that is intentional and resilient, now and in the future.
YOU MUST READ:
"The Behavior Gap - Simple Ways to Stop Doing Dumb Things with Money" by Carl Richards.
I CAN'T STOP EATING:
MY STYLE IS:
Simple, Comfortable, Casual.