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.
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.