Curious Crow Financial Planning
We're a virtual, fee-only, advice-only comprehensive financial planning firm. We are passionate about helping people achieve the life they dream about and feel more confident managing their money in the process.
We believe the concept of traditional retirement is outdated and that it is possible to live your best life now, while also taking care of your future self. Money is a tool to live the life you want. Whether you're interested in retiring early, making work optional, taking a sabbatical, working less, changing careers, starting a business, or anything else, let's develop a plan to make it happen!
We offer flat-fee 6-month comprehensive financial planning engagements, during which we'll review all aspects of your financial life and develop a plan to get you where you want to go. By the end of the 6 months, the goal is that you will have the planning recommendations implemented and will also have the skills, knowledge, and systems in place to feel confident managing your finances on an ongoing basis.
Advice-only is a great choice if you prefer to manage your own assets, rather than delegating asset management to an advisor. We provide investment advice as part of our overall comprehensive financial planning services, without managing your assets or charging AUM (assets under management) fees.
We're based in the Greater Boston area, but provide 100% virtual services, which allows us to work with clients anywhere in the United States.
Visit https://curiouscrowfinancial.com to learn more!