Lori Dietzler, CFP®
Hi! My name is Lori. In the past, I’ve made the mistake of hiring financial advisors who just wanted to manage my investment accounts and charge high fees. Over time, my accounts performed poorly even though the stock and bond market had good returns.
I started my own financial planning business and became a CERTIFIED FINANCIAL PLANNER™.
I enjoy helping my clients save money, avoid owing a big tax bill, and set up low-cost, passive index investing. I also like being a part of a movement that is disrupting the old banking, insurance, and financial firms that have been acting in their own interest, not yours.