Curtis Financial Planning

Schedule An Introductory Phone Call

If you meet our new-client criteria and think Curtis Financial Planning may be a good fit after exploring our website, we encourage you to schedule an introductory phone call with Cathy to discuss your financial planning and wealth management needs. If you have any questions about getting started, please do not hesitate to contact us. We look forward to hearing from you!

To schedule a call with Cathy, we ask that you first answer a few questions to help us get to know you better. Please click the button below to get started.

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