Curtis Financial Planning

Working With Us

Although we wish we could help everyone, we intentionally limit the number and types of individuals and households we serve so that we can provide our clients with the personalized attention and exceptional service they deserve. If you’re a single, widowed or divorced woman looking to delegate your ongoing financial planning and wealth management needs to a trusted advisor and have a minimum of $750,000 in investable assets, we encourage you to explore our services and schedule an introductory phone call.

Our Client Onboarding Process

We follow a disciplined client onboarding process to ensure all curious and new clients receive the highest level of service. Below is an overview of the steps you can expect to take as we get to know each other better.

  • 1. Schedule An Introductory Phone Call

    Schedule a call with Cathy Curtis to discuss and explore your financial objectives. If for some reason we determine we're not a good fit for your current needs, we will do our best to recommend an alternate solution.

  • 2. Set Up A Face-To-Face Consultation

    Schedule a complimentary in-person or virtual meeting to build on our initial discussion and decide whether to continue to pursue an ongoing partnership together.

  • 3. Identify Your Goals

    Together we’ll identify your specific financial goals and discuss if our services will meet your needs.

  • 4. Gather Important Information

    The next step is to fill out our detailed client questionnaire and provide us with the necessary documents so we can gain a full understanding of your financial picture.

  • 5. Develop A Financial Plan

    Once we understand your current financial circumstances, we’ll develop a custom financial plan. This plan will be updated regularly to reflect any changes in your life.

  • 6. Design And Implement An Investment Strategy

    Based on the outcome of your plan, we'll develop and manage an investment strategy that suits your risk tolerance and supports your ongoing financial objectives.

Ready for less stress, less anxiety, and more financial freedom? A simple call could change your future. Let’s get started!

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