Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. We know that you could manage the details of your financial life yourself. We also know that not everyone wants to be a financial expert. It takes time and becomes a chore. We know you want to take advantage of financial strategies that can benefit you, but your time is limited.
This is where Curtis Financial Planning steps in. Our goal is to be your financial advocate and partner to ensure you make the smartest moves with your money. Whether it be retirement, tax or estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and for your future.
This is where Curtis Financial Planning steps in. Our goal is to be your financial advocate and partner to ensure you make the smartest moves with your money. Whether it be retirement, tax or estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and for your future.
Services
Curtis Financial Planning is an independent, fee-only advisory firm located in Oakland, California, servicing clients in California and beyond. As a female-owned and operated wealth management firm, we are fully committed to addressing the unique financial planning needs and experiences of single women, female-led households, and women who take the lead in the family finances.
Our skilled and experienced team of professionals works collaboratively to provide our clients with exceptional service. Erin Scott is the founder of Virtuali Amazing, which provides virtual assistant services to a wide variety of entrepreneurs and businesses. She has over a decade of experience in the administrative and editorial realms, and she has a passion for making processes run smoother.
We want to help you feel good about your money and prepare for your financial future with clarity and confidence. Our holistic approach to financial planning and wealth management addresses your entire financial picture, from day-to-day financial management to cash flow, investment management and long-term planning.
We are a great fit for women who are looking for a trusted and ongoing advisory relationship. Our comprehensive services and corresponding fees will be most valuable to you if you have at least $650,000 in investable assets.
If you're single, in a female-headed household, or a woman who takes the lead in the family finances and you are looking to delegate your ongoing financial planning and wealth management needs to a trusted advisor, we encourage you to explore our services and schedule an introductory phone call.We follow a disciplined client onboarding process to ensure all curious and new clients receive the highest level of service.
If you're single, in a female-headed household, or a woman who takes the lead in the family finances and you are looking to delegate your ongoing financial planning and wealth management needs to a trusted advisor, we encourage you to explore our services and schedule an introductory phone call.We follow a disciplined client onboarding process to ensure all curious and new clients receive the highest level of service.
To learn more about Curtis Financial Planning, we invite you to follow us on social media and subscribe to our podcast, Financial Finesse, on Apple Podcasts. If you have specific questions for us, please don't hesitate to send us a note or give us a call. We look forward to hearing from you! Feeling overwhelmed by a sudden windfall of cash?
Reviews (2)
Monica Fitch
May 19, 2021
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I needed help with investing my retirement accounts and a sustainable plan to buy my first home while still save. Not only did Cathy educate me in areas I had a number of questions in (stock market, smart investing, etc.) but provided valuable guidance and tangible tools I can use to track my finances. I feel more confident with my decisions now than I ever have, thanks to Cathy. If you’re looking for a personable experience, financial advocate and true partner—give her a call.
Ross Bostock
Nov 14, 2020
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