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

Financial Planning for Earners

Earners

Promotions, Saving,
Investing, Inheritance
Financial Decisions.

Financial Planning for Empowered

Empowered

Retirement, Second
Career, Travel,
Financial Freedom.

Financial Planning for Cherished

Cherished

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


STEPS TO GET STARTED

Schedule a call with Curtis Financial Planning

1. Schedule an
Introductory Call

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

Set up a consultation with Curtis Financial Planning

2. Set up a
Consultation

Schedule a complimentary in-person meeting.

Determine Goals with Curtis Financial Planning

3. Determine
Your Goals

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

Gather info with Curtis Financial Planning

4. Gather
Information

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

Deliver your Financial Plan

5. Deliver Your
Financial Plan

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

Discover investment strategy with Curtis Financial Planning

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.