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

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:

• Lorri DeFoor: Website | Facebook | LinkedIn
• XYPN VIP Community

This Episode is Sponsored By:

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