Planning is the foundation for a solid financial life. Without planning, too many things are left to chance. Together, we will review your personal and professional aspirations, helping you prioritize … Read More
Managing investments can be intimidating because not everyone has the knowledge, expertise or time to do it themselves. But like all other aspects of a good financial plan, investing takes discipline, … Read More
Owning one's home is still the dream of most Americans. Record numbers of women are buying homes on their own; more than one in five home buyers are single women, making up more than one-third of the … Read More
Curtis Financial Planning, LLC, is a fee-only investment advisory and financial planning firm located in Oakland, CA, near the border of the city of Piedmont.
We specialize in the finances of women and their families.