Money Mindset Pros

Professional Training and Coaching • Calgary, AB T3H1M3, Canada • 1-10 Employees

Company overview

Headquarters	Calgary, AB T3H1M3, CA
Website	moneymindsetpros.com
NAICS	6114
Employees	1-10

Key Contact at Money Mindset Pros

Lori Curtiss

Founder

About Money Mindset Pros

At 𝐌𝐨𝐧𝐞𝐲 𝐌𝐢𝐧𝐝𝐬𝐞𝐭 𝐏𝐫𝐨𝐬, our mission is to revolutionize how financial professionals connect with and serve their clients. Led by Lori Curtiss, a seasoned financial planning and behaviour specialist, we specialize in bridging the gap between financial expertise and the complex human relationship with money. We 𝑒𝑚𝑝𝑜𝑤𝑒𝑟 advisors to understand the underlying drivers of their clients' financial decisions, leading to more empathetic and effective guidance. Lori offers 𝑝𝑒𝑟𝑠𝑜𝑛𝑎𝑙𝑖𝑧𝑒𝑑 𝑐𝑜𝑎𝑐ℎ𝑖𝑛𝑔 sessions to help individual professionals integrate financial psychology into their practice. 𝐅𝐨𝐫 𝐰𝐞𝐚𝐥𝐭𝐡 𝐟𝐢𝐫𝐦𝐬, we design and implement comprehensive coaching programs that foster a client-centric approach and drive better outcomes. Stay informed with our insights and resources shared in the field of Financial Psychology. Let us help you build stronger, more meaningful client relationships.

Money Mindset Pros revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Professional Training and Coaching industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Money Mindset Pros has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Money Mindset Pros has never raised funding before.

Frequently asked questions

Money Mindset Pros is located in Calgary, AB T3H1M3, CA.

Money Mindset Pros has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Money Mindset Pros

Lori Curtiss

Founder

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