We’ll work together to develop financial goals that match your values and vision for life and put a plan in place to help you make the most impactful and efficient decisions with the resources you have.
Put your whole financial picture together in an intentional way. Starting with where you’re at, with an eye towards where you want to go financially, we’ll develop a robust step-by-step plan to help you confidently work towards what’s important to you.
While still working part time as a high school math teacher, Lorri launched Sustain Financial in 2017 with the goal of helping other teachers make the most of their present income while strategically planning for their future.
As the company has evolved and grown, our mission has become clear – we want money to be a tool for all of us to live our best and most intentional lives, and we do that by focusing on three clear objectives for our clients:
- Taking the stress and shame out of money,
- Aligning spending and saving decisions with values, and
- Identifying the most informed, impactful, and efficient decisions you can make with the resources you have.
We work from the core belief that your financial plan is only going to work if it truly reflects what you want in life. So, before we start putting any strategic steps in place for you, we’ll work with you to help you develop intentional financial goals that reflect what you really value. In our first year of working together, we’ll evaluate your current financial picture and make sure your financial house is in order.
Financial planning is a long-term process, and as our relationship continues, we’ll revise your plan to reflect all of the unexpected turns along your path, as well as considering what’s possible after your foundational goals are met.
As your financial planner, we’ll be there each step of the way to help your plan flex and adjust to wherever life takes you.
As CERTIFIED FINANCIAL PLANNERS™ we operate as full-time fiduciaries – that means decisions about your accounts are made in your best interest, always. For traditional investors, we prioritize low fee, index-tracking funds, and use a low-overhead business model to keep the fees we charge for services low. This means you keep more of the return on your investments.
We’re also passionate about how our money decisions can make an impact in the world, and we offer a well-vetted line of socially responsible investment options for investors who want to make this a priority.
Socially Responsible Investing is not for everyone, but we want you to know that it’s more than just a marketing scheme for us. If you’re interested in this service and want to dive into whether it’s right for you, this is a great place to start that conversation.
We’re members of the following organizations – all of which are working hard to make Fiduciary Financial Planning the standard for our industry
