Lorri DeFoor, CFP® Sustain Financial Inc.
- PO Box 5823, Lacey, WA 98509
- (360) 339-8611
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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