Helping Independent Women Thrive Today And Plan For Tomorrow
We want to be your trusted financial partner, so you can focus on the rest of your life.
Welcome to Curtis Financial Planning!
Financial Planning & Investment Management for Independent Women
We know that you could manage the details of your financial life yourself. We also know that not everyone wants to be a financial expert. It takes time and becomes a chore.
You want to take advantage of financial strategies that can benefit you, but your time is limited. That’s where Curtis Financial Planning steps in. Our goal is to be your financial advocate and partner to ensure you make the smartest moves with your money. Whether it be retirement, tax or estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and for your future.
Tell me, what is it you plan to do with your one wild and precious life?
Our Awesome Clients
We specialize in helping self-made women and female-led households who want to delegate their ongoing financial planning and wealth management needs to a trusted advisor. Many of our clients come to us because they’re seeking more control over their day-to-day finances, navigating a major life change, or planning for the future.
Women Seeking Financial Confidence
You're looking for a financial advocate or partner.
You want to feel better about your money in general.
Women Navigating a Major Life Change
You're a beneficiary of sudden wealth.
You're adjusting to the loss of a spouse or partner.
You're recovering financially from a divorce.
Women Planning for the Future
You're preparing for retirement and beyond.
You're anticipating a substantial inheritance, financial settlement, or other windfall.
who we are
We manage the details of your financial life so you can focus on what you love and do best.
As a fee-only Registered Investment Advisor, we are legally bound to provide you with the highest standard of care.
We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.
We consider both financial gain and social and environmental impact when making investment decisions on behalf of our clients.
Ready to take control of your financial future?
Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy.