
Empowering independent women to thrive today and plan for tomorrow
We help women make sound financial decisions throughout every stage of life.
expert
supportive
nonjudgmental
inspiring
At Curtis Financial Planning, our role goes beyond helping women plan for a secure financial future.

- Fiduciary Responsibility
As a fee-only Registered Investment Advisor, we are legally bound to provide you with the highest standard of care.
- Unbiased Advice
We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.
- Responsible Investing
We consider both financial gain and social and environmental impact when making investment decisions on behalf of our clients.
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
- You want to feel better about your money in general
- You're looking for a financial advocate or partner

Navigating A Major Life Change
- You recently received an unexpected windfall of cash
- You're adjusting to the loss of a spouse or partner
- You're recovering financially from a divorce

Planning For The Future
- You're preparing for retirement and beyond
- You're anticipating a substantial inheritance or financial settlement
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.