Curtis Financial Planning Service and Fees

Services & Fees

Our Services
Designing your Best Financial LifeTM

Your finances are made up of many moving parts. From cash flow, to taxes, insurance, and investment management – you can expect a fully immersive planning experience and an ongoing relationship when working with Curtis Financial Planning.

Through working together, we’ll first clarify your objectives and evaluate your current financial state. From there, we’ll be able to establish plans and strategies that address your specific needs and set you on a course for success and peace of mind.

Planning

Our comprehensive planning and portfolio management services look at all the following “pieces” to create a whole plan.

  • Cash flow and budgeting
  • Saving
  • Investments
  • Retirement planning
  • Risk analysis and insurance
  • Real estate
  • Education planning
  • Employee benefits
  • Charitable giving
  • Childcare and eldercare
  • Tax and estate planning

You will receive many economic benefits from creating a financial plan such as: saving on taxes, sticking with a savings and investment plan, optimizing investments, knowing when you can stop working, and maximizing social security benefits. But, just as important, with our coaching and assistance, you will get things done and implement the strategies we recommend.

Investing

How your money is invested is a key component to achieving your best financial life. There are simple truths about investing that if adhered to will get you the results you need to reach your goals and retire with money to last your lifetime. Curtis Financial Planning’s objective is to invest your portfolio so that it will yield the return you need with the lowest possible risk necessary to reach your financial goals.

We start with assessing your need for return and your tolerance for risk. Then we create an investment policy statement so that you understand how your money will be invested. After we invest your funds in a diversified portfolio, we rebalance periodically and make changes if necessary based on your needs and the economic cycle. Then we let time do its work.

ESG or Impact investing

We know that many women 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.

Our Fees

Curtis Financial Planning is paid via a percentage of assets under management or an annual retainer based on net worth and complexity. We are not paid by commissions or referral fees. This allows us to focus on your goals – not product sales – and to ensure we are providing unbiased advice.

We do our best work and provide the most value to people who have comprehensive planning and investing needs and who have savings of $500,000 or more. We develop deep and lasting relationships with our clients to support them in making the best financial decisions throughout their lives.

Fees and services will be discussed in further detail on the introductory call.

Schedule a Call with Curtis Financial PlanningSCHEDULE AN INTRODUCTORY CALL