Family Consultation

Information on this meeting type: My work depends on it. Rarely am I comfortable basing a financial strategy and someone’s quality of life on estimates, guesses or historical trends. I am more comfortable with a sure thing than any maybe out there – even those less risky. I’m not a big fan of paying taxes, giving control to a bank or financial institution. What I do like is keeping your financial life private, in your control, and in your hands as opposed to anyone else’s. Unfortunately, most participants in the financial industry like it the other way around.

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Coordinated Consultation

More information about this meeting type can be found here: I get it! You have advisors that you’ve been working with for years and are very happy with the work they’ve done for you. I’m not here to fire anyone’s current and trusted team members. However, I understand that most advisors are not experts in the area of financial planning for families with special needs and how to coordinate those plans and financial strategies with benefits, Right To Work, and other social or government benefits that your child or family member may qualify for.

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Seminar 1 Meeting

Here is a general description on this type of meeting you can schedule: Financial advice for families with individuals who have special needs is complicated and can be a daunting set of strategies to assemble. There are as many solutions as there are families, disabilities, and locations. Each requires a different set of strategies to achieve goals because each family’s resources and responsibilities are different.

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Seminar 2 Meeting; A Womans' Worth

A Woman’s Worth is different than that of a man – even if that man is her spouse. Women earn less, work more, live longer, and are more likely to take time off to begin a family or care for a family member. Learn how to use your worth to define your goals with a women’s-centered planning strategy that put you in control and help eliminate any financial surprises later on. Head toward your retirement with greater peace of mind.

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Seminar 3 Meeting: Financial Planning

Would your retirement fund be okay if a market correction like 2008 or one even larger happened again? If your money lost 25% to 40% of it’s value, would you have enough to remain on your current retirement track? Did you know you could protect your hard-earned money, gain more control over retirement income, stop worrying about outliving your money, eliminate some risk associated with market fluctuations, and implement strategies to reduce your taxable income and pay healthcare costs later?

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General Inquiry

Should you have basic questions regarding some of the services that I can offer, that are not currently listed on this page please use this link to schedule an "open meeting" to talk about anything that you may need. Appointment can be setup contacting me via email for a phone call, or as an alternate method you can use the "Chat with Curate Finance" on Facebook in the bottom right hand corner of the page. Hopefully we can find something that meets your needs. I look forward to hearing from you.

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