At Curtis Financial Services, a comprehensive financial plan awaits. The only ingredient missing is you. Make a decision today to have greater financial success. Our process is simple:

• Meet

We discuss your goals and listen to what you have to say. The primary focus of the first meeting is to get to know who you are on a deeper level so that we may understand where you are going with your financial journey and how we can help you get there.

• Gather

The purpose of this phase in the financial planning process is to obtain as much information as possible about your financial life up to this point. No stone will be left unturned. It is imperative that we get a whole picture of your financial life to successfully create a plan to get you to where you want to be and eventually retire with confidence.

• Analyze

We analyze your financial strengths and weaknesses to address the habits that you should build upon and work towards solutions for any problem areas identified. We need to have a realistic approach to your financial plan. If anything is getting in the way of you meeting your goals, it will be identified. Most importantly, we identify what you have, how we can help you make it grow and protect your wealth moving forward.

• Plan

You will receive a detailed, comprehensive, total financial plan in which we put recommendations based on our findings in analyzation phase. This part of the process allows you to provide us any feedback and decide what works for you and what doesn’t. After all, it is your financial plan.

• Implement & Adjust

Once a course of action is agreed upon, we teach you how to implement it in your daily life. We work as your trusted partners throughout the whole process. It is important to us to continue to deepen our relationship as we go on. We meet with our clients regularly to monitor how effective the strategies are that we implement. Adjustments are made as needed in this ongoing part of the financial planning process.