Lorri DeFoor, CFP® Sustain Financial Inc.

About Lorri DeFoor, CFP®

Hi. I’m Lorri. I’m Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I’m also a part-time high school math teacher at North Thurston High School, in Lacey, WA.

I love working with clients from a variety of backgrounds, but most of my clients are state government workers, teachers, and/or members of the LGBTQIA+ community–a niche that has organically developed through my own experiences as members of these communities.

I’m passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I’ve seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it’s possible to do both.

I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University.

When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains. (If you’ve never been to Washington, we have some incredible mountains around here!).

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Recently Published

Is This More Important Than… ?

March 7, 2018

I often work with clients who come to me frustrated, lamenting their lack of ability to stick to a budget or savings plan. Perhaps they’ve been trying for years to […]

The post Is This More Important Than… ? appeared first on Sustain Financial Inc..

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How Psychology Messes with Savings

January 24, 2018

Most of us are aware that a sneaky set of psychological biases can trip us up when it comes to investing and managing our money. And some of these biases […]

The post How Psychology Messes with Savings appeared first on Sustain Financial Inc..

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Creating Savings Targets that Work

October 16, 2017

Are you ready to give up aimless wandering towards uncertain financial ends, but frustrated with the endless cycle of setting financial goals that you constantly seem to abandon? You’re not […]

The post Creating Savings Targets that Work appeared first on Sustain Financial Inc..

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Ideal Clients

  • Educators, Teachers, and Academics
  • LGBTQ Women
  • LGBTQIA

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Quarterly Fee: $500+/qtr
  • Hourly Fee: $200+/hr
  • AUM: 0.75%

SEC Records:

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