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Financial Planning Services

Our Services

Our fiduciary approach to financial planning and wealth management addresses your entire financial picture, from day-to-day financial management to cash flow, risk management, taxes, investment management and long-term planning. What this means is, maybe for the first time, you will have clarity about your financial present and the knowledge and ability to control your financial future.

Day-to-Day Financial Management

The first piece of the financial planning puzzle is gaining an understanding of your day-to-day finances and money habits. You will no longer feel that you're not doing something right.

Financial Planning & Goal Setting

One of the primary benefits of working with a financial advisor is the security of having a trusted ally to help you set financial goals and keep you accountable. This assurance will help you feel confident that you are doing your best with your money and not missing out on strategies that will maximize your wealth. 

Responsible Investment Management

We work with you to develop an investment strategy that you can stick to, even during those inevitable periods of discomfort. We will give you peace of mind that staying invested, even during uncertain times, is the right thing to do.

Ready to take control of your financial future?

Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy. 

Cathy Curtis, CFP®
Curtis Financial Planning