Sustain Financial Inc. offers comprehensive and situational financial planning services, as well as investment management for clients. Lorri is also available to work with small groups of people who share a similar financial problem or question, or as a speaker for an event at an hourly rate. All services are available in-person for local clients, or virtually for clients who live outside of the Olympia area.
Serious about getting your entire financial picture in order?
The Ongoing Financial Planning relationship starts with an in-depth investigation of your values, from which we build concrete goals you want to work towards. Over the course of a year, we’ll tackle each important piece of your financial picture, including income and expenses, debt, savings, investments, insurance, employee benefits, kids and college, taxes, retirement, and estate planning. Each time we meet, I’ll break one part of your plan into manageable pieces and concrete action steps and help you hold yourself accountable to your goals along the way.
This service is available as an annual subscription (broken into monthly payments) for clients who are ready to put their whole financial picture together in an intentional way.
Need affordable investment management for your accounts?
Whether you have accounts to transfer or want to start investing today, Investment Management services are available as a stand-alone service, or can be utilized in conjunction with financial planning services. There is no minimum amount needed to start, and Sustain Financial Inc. is a full-time fiduciary for all clients, so decisions about your investments are always made in your best interest. You’ll have access to strategically built portfolios that suit your risk-tolerance, goals, and investing timeline. From my choice of custodian, funds, and even the fee I charge, I focus on keeping your investment costs low so you hold on to more of your investment returns.
Have a specific problem that’s keeping you up at night?
When can I retire? How can I best take advantage of the benefits my employer offers? Should I take a new job or start a new business? How much should we be saving for college or retirement? How should I manage my finances during my divorce?
Situational Planning is for clients who have a single topic they’re seeking advice about. This project typically covers one topic of your choosing. I’ll meet with you to discuss your situation and desired outcome, then I’ll investigate your options, and make recommendations to help you make strategic decisions about your most pressing financial concerns.
Looking for group consultations or a speaker for your event?
I am available for speaking engagements, and group consultations at an hourly rate. Group consultations make a great, affordable solution for groups with a similar financial inquiry (for example, if you and your colleagues want to better understand your employee benefit options, or you are part of a group of parents who wants help learning how to best evaluate college financial aid offers).