Our Purpose: to help you curate a wealthy life.

We believe to curate a wealthy life means to live a life rich with experiences, enjoying time with loved ones, the balance of work and play, holistic wellness and financial independence, so you can live your best life, achieving all that you've imagined you could do. 

At CURO, we want to empower you with the tools and knowledge you need to assess your life goals and turn them into reality; to encourage your financial success, so you can pay it forward to this generation and the next.  Our process is simple, straightforward and effective. We'll help you get started with a plan tailored to your individual needs, in 6 easy steps. 

 

Our Process:

 
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Step 1: Let's Talk

You can schedule a phone call with us to chat about your financial needs, whether you need it all or have no idea what you need. You'll learn more about us and see if we’re a good fit for you. (Don’t worry, the call is entirely free and there’s no obligation at all – it’s just a ‘getting to know you’ discussion.)

 
 
 
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Step 2: Tell us more  

If you’re ready to move forward, we’ll send you a short questionnaire to complete, giving us a little more information about your financial situation and what you want to tackle.

 
 
 
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Step 3: Let's meet  

We’ll meet face to face or virtually to work through your goals and current financial situation. This is our time to listen and ask the right questions so we have the complete picture. CURO has clients around the country so we’re also happy to set up a meeting via phone, Skype or in our office. The first meeting usually runs one hour.

 
 
 
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Step 4: Let's get all the details 

We’ll write a complete, tailored financial plan and strategy report that outlines our recommended steps and a prioritized ‘to do’ list of actions for both of us to work on. We’ll go through these documents together in step 6.

 
 
 
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Step 5: We''ll create a plan  

We’ll write a complete, tailored financial plan and strategy report that outlines our recommended steps and a prioritized ‘to do’ list of actions for both of us to work on. We’ll go through these documents together in step 6.

 
 
 
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Step 6: Let's get through this together

We’ll walk you through every aspect of your customized plan so you’re 100% confident and feel good about the steps we need to take, to reach your financial goals.

 

It doesn’t stop there.

At CURO, we’re here to help you for the long haul. So, after we’ve created and explained your financial plan, we offer ongoing support as your life changes and needs evolve. After all, we're in this together. 

The first month

Let's regroup! We will meet to see what we have accomplished thus far and what we want to focus on next. We'll talk through any questions that have come up and make adjustments if necessary.

Regular follow-ups

We’ll arrange to meet with you at least twice a year to review your accounts, what’s going on in the market and how your financial plan is working out. In addition to our regular catch ups we’re always here for you, to answer any questions, talk through life changes or provide advice.

Annual financial review

Each year we’ll take a step back and assess where you’re at. The financial plan we create for you is a living document that will be revised and updated as your life changes and needs evolve. 


Let's get started. 

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