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. Learn more here.