Lori holds a Bachelor of Arts degree in Psychology from Burlington College and a J.D. from Vermont Law School. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a Certified Divorce Financial Analyst® (CDFA®). Prior to joining Pathway in March 2019, Lori was the principal of Lori Lustberg, Esq., LLC, providing mediation and divorce financial planning services to individuals and couples.
Through her personal and professional experiences, Lori witnessed the power of financial planning to transform lives.
As a financial planner and guide, Lori helps people clarify their goals and values and envision the life of their dreams. She then crafts a financial plan to support that vision, and provides the necessary support along the way to deal with life’s inevitable curveballs.
One of Lori’s specialties is long-term financial planning for couples, bringing a unique breadth and depth of experience as a financial mediator. Couples who work together to address and resolve financial conflicts as they arise are much more likely to enjoy a happy, healthy partnership. Having a financial planner who can skillfully help you navigate your disagreements is one of the best investments you can make in your long-term happiness as a couple.
Lori is also passionate about working with women facing a life change (such as divorce, widowhood, a career shift, empty nest or retirement), who seek to become financially empowered and take charge of their destiny.
In addition to long-term financial planning, Lori offers divorce financial planning services.
Lori is a frequent presenter on taxation and financial issues to professional organizations, including the Vermont Bar Association. She is co-president of the Association of Divorce Financial Planners, a national nonprofit organization, and has served as a member of the Alimony Subcommittee of the Vermont Supreme Court’s Family Division Oversight Committee.
Lori enjoys holding down the fort in South Burlington for her son’s brief forays home from college, as well as romping with her dog, enjoying the beauty and splendor of Vermont, and writing articles and essays for local and national publications.