Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

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Lorri DeFoor started her career as a math teacher. Though she loved it, she became restless a few years ago. Realizing her skills were transferable and that she had a passion for helping people with their money, Lorri decided to open up her own fee-only firm and founded Sustain Financial Inc. She joins the show today to discuss the challenges of starting a firm after only one year of experience in the business and how she navigated her way through a life-changing career change.

Listen in as Lorri explains how she found her niche and what it’s like specializing in working with public-sector employees and members of the LGBTQIA+ community. If you have ever felt restless in your career or are currently considering changing your career, this is the episode for you!

 

Listen to the Full Interview:

 

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What You'll Learn from This Episode:

  • An overview of Lorri’s career.
  • The challenges of working a part-time job on top of running your own firm.
  • Why Lorri decided to open her own firm despite some people saying she wasn’t ready.
  • How she found a niche in public-sector employees and the LGBTQIA+ community.
  • What pushed her to start her own firm.
  • Her fee structure.
  • Why she decided to start with XYPN.

Featured on the Show:


This Episode is Sponsored By:

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