About Us

Curtis Financial Planning is an independent, fee-only financial planning and investment advisory firm located in Oakland, California, near the border of the city of Piedmont. The firm specializes in the finances of women and their families. Curtis Financial Plannings's goal is to form a confidential fiduciary relationship with you – one that is bound by trust and an obligation to act in your best interest at all times.
Read more about Cathy Curtis.

Women Have Distinct Needs

A primary concern of women is that they will be old and poor. And the simple truth is that women do have unique planning needs. Look at these facts:

80% of American women will find themselves the sole keepers of their personal finances at some point during their lives, however, most of those women feel financially insecure, despite controlling more wealth, having more education and being more involved in financial decisions.
Women make on average 70-75% of what men make in similar occupations.
Women's careers are often interrupted by family needs, both childcare and eldercare which limits their opportunity for income growth.
50% of all women fear losing everything and becoming bag ladies
(48% of women who earn $100,000 or more annually fear this).
Two-thirds of women over age 65 rely on Social Security as their primary source of income. Consequently, women are twice as likely as men to live out their golden years at or below poverty levels.

That is why it is so vital that women plan, save, and invest for financial security: it is not money that makes people financially successful, it is time.