Michael Curtis, CFP^®

How do I help clients live a richer life?
As a Personal CFO, my goal is to simplify the complexity that comes with personal finances. The definition of living a richer life is truly unique to each individual and family. I strive to listen to our clients and understand what is important to them so we can partner together to achieve their goals. I love helping our clients through all phases of their financial journey so they can focus on living out their version of a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
I align my time and money with my values and passions by spending time with my friends, family, and dog, Harper. Outside the office, I love working on my golf game, watching sports (especially the Seattle Seahawks), and finding the best food spots in Dallas.