How We Help
Life takes a turn. And suddenly, so does your money.
Big changes ahead? We’ve got you.
You might be facing divorce, sorting through executive benefits, juggling family needs or planning for long-term growth. Whatever it is, we're here to guide you through it and help you plan what comes next.
For those seeking a partner in long-term wealth management
Wealth management isn't just about picking stocks; it’s about ensuring your money is working as hard as you do. Keeping your investments, taxes, and goals in sync is a full-time job—and you already have one.
We help you:
Design an investment strategy that reflects your risk tolerance and your values
Optimize for tax efficiency so you keep more of what you’ve worked for
Monitor and rebalance your portfolio as the markets and your life evolve
Identify blind spots in your insurance, estate plan, and cash flow
Consolidate the moving parts into one clear, actionable financial dashboard
Build a strategy that grows with you.
For people going through a divorce
Divorce can change everything: your home, your future, your finances. The decisions you make now will shape the next chapter of your life.
We help you:
Understand your full financial picture
Understand your full financial picture
Evaluate and compare settlement options
Plan for life after divorce with clarity and control
Coordinate with attorneys, mediators, and other professionals
Rebuild your financial life with confidence
For executives and professionals with equity compensation
Your compensation is complex and likely scattered across plans, timelines, and acronyms. We’ll help you translate it all into real-life decisions.
We help you:
Understand equity awards, RSUs, stock options, and incentives
Time key decisions to manage taxes and maximize value
Plan for job changes, promotions, or liquidity events
Align your comp with your long-term financial goals
Build a plan around your career and your life
For those managing family wealth and big decisions
You didn’t ask to be in charge of all this, but here you are helping your parents, handling inheritance questions, and sorting through paperwork no one else wants to touch.
We help make sure nothing important gets missed, and that you have the support to do this without burning out.
We help you:
Get everything organized and make a plan that actually works
Coordinate with attorneys, CPAs, and other professionals so you're not the middleman
Talk through big decisions like gifting, trusts, or property
Make sure your own financial life doesn’t get pushed to the back burner
Keep things moving with steady support when the family dynamics get complicated
Our Process
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.
Goals
Schedule a complimentary phone call with us to discuss your financial needs. You will learn about us and see if we’re a good fit for you.
Details
If you’re ready to move forward, we will send you a questionnaire to complete, giving us more information about your financial situation.
Analysis
We will review your budget and financial documents to create a tailored financial plan.
Advice
During this meeting, we will discuss your custom strategy report, including recommended steps and key action items.
Partnership
We will work together to make your financial plan come to life. Fluid communication is essential to every step of this process.
Success
See your plan in-action and follow a positive path forward with our team always there to support you.
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.
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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.
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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.
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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.
Not sure if you fit into one of these boxes? That’s okay!
You don’t have to know exactly what you need. If something in your financial life feels heavy, unclear, or overdue, we’re here to talk it through.