Empowering independent women to thrive today and plan for tomorrow
We help women make sound financial decisions throughout every stage of life.
At Curtis Financial Planning, our role goes beyond helping women plan for a secure financial future.
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.
We tend to be a good fit for Single, Widowed and Divorced Women 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.
Seeking More Financial Control
Navigating A Major Life Change
Planning For The Future
If you’re an independent woman looking for an ongoing financial partner, we encourage you to explore our services and schedule an introductory phone call.