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
Loss of a partner.
Peace of mind.
STEPS TO GET STARTED
Schedule a call with Cathy Curtis to discuss and explore your financial needs.
Schedule a complimentary in-person meeting.
Set specific financial goals, discuss services and sign contract to begin.
Fill out our client questionnaire and provide documents to give us your complete financial picture.
Develop and deliver a custom financial plan specific to your lifetime goals.
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.
Get a Free copy of the Happiness Spreadsheet
Our planning guide to help you create a financial life aligned with your values, beliefs and ideals.