Working with a team of resource partners, we lay a solid financial foundation to grow, protect, manage and distribute your wealth. We work with you to demystify the process free of stress, anxiety or fear of uncertainty. We provide clarity and stability to create a healthy relationship with your money both now and in the future. Our goal is to empower women to live life on their terms and own their dreams and aspirations. We partner with you to plan, save and invest your money wisely. Read more about Cathy Curtis, CFP®.
Fiduciary Standard of Care
Our commitment and dedication to our clients is clear. As a Fee-Only Registered Investment Advisor firm, we are legally bound to provide you with the highest standard of care. You can be assured that we always act in good faith and in our clients’ best interest. We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.
Not all financial advisors are required to adhere to the stricter fiduciary standard, but we do and are proud of it. Not only are we legally bound as an RIA firm, we also renew our fiduciary oath each year to retain our affiliation with NAPFA and the CFP Board of Standards. Think of it as a family fiduciary standard of care: we champion for you to protect and promote your long-term well-being.