We help you curate a wealthy life and achieve the financial balance and independence for which you strive.
Our process is simple, straightforward and effective. We'll help you get started with a plan tailored to your individual needs, in 6 simple steps.
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 initial call is complementary, so there’s no obligation at all – it’s just a ‘getting to know you’ discussion.)
Step 2: Tell us more
If you’re ready to move forward, we’ll send you a questionnaire to complete, giving us a little more information about your financial situation and what you want to tackle.
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.
Step 4: Let's get all the details
Now that we’re committed to working together, we’ll flush out your goals and concerns and talk about your previous investment experiences. We’ll also pull together all the necessary information, including account details, tax returns and estate plans – so that we have everything we need to build a customized plan for you.
Step 5: We'll create a plan
We’ll create 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.
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. And as your needs evolve, we'll adjust your plan to suit them.
Our commitment to you 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 entity that will be revised and updated as your life changes and needs evolve.