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!).

Contact this advisor

Recently Published

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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:

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...