A Money Maker Mindset
Lori Curtiss, MBA, CFP, CFBS
CFP, MBA, CFBS
Pricing
What they charge
- Planning & coaching $250/hr
- DIY planning software $9/month
- Retirement Consultation platform access $9/month
- Financial Clarity Plan ongoing support $62.50/month
- Comprehensive Wealth Plan ongoing support $100/month
- income-based pricing for households under $100k
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Hourly, Subscription
Client minimum
Not stated
Coverage
Calgary, AB · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay A Money Maker Mindset
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Financial psychology / behavioural finance
What's included
Services
Retirement consultation, comprehensive 3-month planning engagements, cash-flow, debt, RESP/TFSA/RRSP, corporate salary/dividend planning, coaching, DIY software, workshops
Work with A Money Maker Mindset
Advice-only and commission-free, CFP, MBA, CFBS
Independently listed in our fee-only directory. Last checked June 2026.
Keep comparing
More fee-only planners
ABZ Financial Planning
Jason Flynn, CFP
Fee model
Coverage
Virtual across Canada
DIY investors; family caregivers (RDSP, DTC, Henson Trust); RCMP members
Alaphia Financial Wellness
Natasha Knox, CFP, TEP, FBS
Fee model
Coverage
Virtual across Canada
Financial therapy; sudden wealth; purpose-driven millennials/GenX
Alberta Financial Planner (Wealth Architects Inc.)
Kenneth Doll, CFP, CLU, TEP, ICD.D
Fee model
Coverage
Virtual across Canada
HNW, professional athletes (NHL), executives, business owners, farmers/ranchers, sudden wealth