Design Your Best Financial LifeTM

Never too early to plan for the future.
Never too late to start preparing your financial plan.


FINANCIAL PLANNING LIFE CYCLE

THE WOMEN WE SERVE

Earners

Promotions, Saving,
Investing, Inheritance
Financial Decisions.

Empowered

Retirement, Second
Career, Travel,
Financial Freedom.

Cherished

Loss of a partner.
Peace of mind.
Financial Stability.


STEPS TO GET STARTED

1. Schedule an
Introductory Call

Schedule a call with Cathy Curtis to discuss and explore your financial needs.

2. Set up a
Consultation

Schedule a complimentary in-person meeting.

3. Determine
Your Goals

Set specific financial goals, discuss services and sign contract to begin.

4. Gather
Information

Fill out our client questionnaire and provide documents to give us your complete financial picture.

5. Deliver Your
Financial Plan

Develop and deliver a custom financial plan specific to your lifetime goals.

6. Develop an
Investment Strategy

Based on the outcome of your plan, develop and manage an investment strategy that will fund your lifetime goals.


Less Stress. Less Anxiety. More Freedom!

A simple call could change your future.