ESG or Impact investing
We also know that some of you are interested in sustainable, responsible, impact, and
values-based investing. If you’d like your investment strategy to support your broader societal goals and values, Curtis Financial Planning is prepared to help you achieve this goal.
Curtis Financial Planning is a fee-only firm. This means that you pay us for our services – and that’s the only compensation we receive. There are no commissions from product sales, incentives from other companies or fees for referring business. This allows us to focus on your goals and to ensure we are providing unbiased advice.
For our standard client engagement, we have a simple fee structure:
- An upfront fee for creating a comprehensive plan
- An ongoing planning and investment management fee that reflects our continuing relationship