We provide our clients with a clear road map for success based on concepts that have always led to financial freedom rather than financial predictions.… principles.
Unlike the majority of the planning industry, we support our clients in keeping control and making use of their investments over the course of their lives.
We don’t sell products. We sell principles. We don’t manage assets. We teach people the principles of becoming true investors. You see, it’s not financial products that lead to financial freedom, it’s learning and applying correct principles.
We set the foundation of financial planning on five powerful principles while others set recommendations on risky predictions of the future. These proven principles help clients take control of their financial future. They provide the criteria or filters that they will use to evaluate any financial decision.
Our principles-based financial planning helps position clients so that they have the greatest chance of success. The best financial plan is the one that works under most circumstances, not just ideal ones. This means the principles relating to saving and protection are the foundation of a plan. Because life has a tendency to throw us curveballs, we want our clients to be in the best position they can be to deal with whatever happens.
"Clients hire me because I understand the value of making progress quickly."
Curtis has a unique program that doesn't make the mistake so often made in financial services-only planning for the distant future. He knows that, while long-term planning is important, everyone has current financial needs they need help with.
Practical Wealth helps clients find money they often don't realize they're losing and apply it to a wealth-building strategy that complements their long-term goals and current lifestyle needs.
The clients we tend to work with want to become financially independent, usually before age 65. They are business owners, investors, and families who are tired of giving up control of their hard-earned money to strangers and relying on the stock market to continuously increase in value.
Our clients want more control over their money. They are committed to lifelong learning and know that they can find the best solution for their financial well-being with the right education.
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