Book a Phone Call or Virtual Meeting with Lorri.

Please select the appointment type to make a booking. If you’re a prospective client interested in working with Sustain Financial, please select “Free Initial Consultation” to schedule your first meeting with Lorri.

Free Initial Consultation

Let’s discuss what you’re trying to accomplish and see if Sustain Financial Inc. is a good fit for your needs.

This meeting will be conducted over the phone, and I will call you at the time you select.

(30 minutes)

Client Intake Meeting

Ready to move forward in your work with Sustain Financial Inc.? During this meeting we’ll set up any accounts that you need, complete any required paperwork, and I’ll collect a lot of information from you about your current financial or investment situation.

This meeting will be conducted via Zoom meetings, and after you schedule you’ll receive the meeting login information via email.

(1 hour and 30 minutes)

Financial Planning Meeting

We’ll go over your financial planning project results, or the next piece of your financial plan. I’ll send you an email prior to the meeting to let you know what the agenda is, and what you’ll want to have ready before we meet.

This meeting will be conducted via Zoom meetings, and after you schedule you’ll receive the meeting login information via email.

(1 hour)

Annual Investment Review

We’ll meet to go over you investment performance, and to make any necessary changes to your goals, risk-tolerance, situation and timeline for investment.

This meeting will be conducted via Zoom meetings, and after you schedule you’ll receive the meeting login information via email.

(1 hour)

Check In Call

Have a question, concern, or change that needs to be addressed before our next scheduled meeting. You can either email me at lorri@sustain-financial.com, or schedule a time for a quick check in call here.

(30 minutes)

Media Request

Are you a member of the media looking for input from a fee-only financial planner. I’d love to respond to your inquiry. Please select a time on my calendar that works for you, and call me at (360) 339 - 8611. I look forward to speaking with you.

(30 minutes)