Curtis Financial Planning Service and Fees

Advisor to Advisor

Are you an advisor who has questions about how Curtis Financial Planning operates?

I would love to share with you the insights that I’ve learned over the years.

We can talk about things like:

  • personal branding
  • niche marketing
  • getting started with social media
  • website review
  • pricing
  • starting your own RIA or not
  • resources

If you’re interested, please Schedule a Call below.
All calls will be scheduled via Zoom so we can share screens if needed. 


$200.00 for 30 minutes
$400 for 60 minutes
$600 for 90 minutes

After you schedule your call below, you will be sent an invoice from Square for payment in advance of the call.

Schedule a call with Curtis Financial PlanningSchedule an Advisor to Advisor Call

If you’d like to schedule a call, please fill out the form below.