Lori Lustberg

Background

About Lori Lustberg

I partner with financial planning firms to help advisors craft financial plans for, and deliver exceptional service to, their clients. My experience and background as an attorney, mediator, writer, and financial advisor helps me to-Understand the overall situation as well as being able to hone in on the details-Break down complex concepts into clearly understandable language-Listen for and discern what is beneath the surface-Understand when more research and/or information is needed-Relate to my fellow humans on multiple levels. I have a depth and breadth of experience in working directly with clients. My current focus is in working directly with advisors by-Entering data into financial planning software programs-Creating goals, scenarios & analyses in financial planning software programs -Building comprehensive financial plans that cover retirement, education, income tax, insurance and estate planning-Creating easy-to-understand summaries and deliverables.