A personalized and tailored approach to financial planning is essential, recognizing that an individual’s or an organization’s financial goals are shaped by their unique life cycle stage, financial requirements, financial goals, and available resources. The notion of a one-size-fits-all strategy for financial growth, particularly from an investment perspective, is impractical and should be avoided. For instance, individuals at different stages of their careers, such as those starting out versus those nearing retirement, have distinct financial motivations and goals. Furthermore, within these categories, individuals possess varying resources, needs, and abilities.

At CurateMyMoney, we have established an investment advisory firm based on years of observing how both large and small institutions, as well as individuals, have been pushed into investments that do not necessarily align with their best interests, but rather with the interests of the advisers. Biases and lack of consideration for individual requirements and life cycle stages are prevalent in such advice, often compounded by the pressure to save on taxes during specific periods, resulting in unnecessary investments.

Our mission at CMM is to provide unbiased, need-based, and life-cycle stage-based advice, aimed at not only achieving relevant financial growth but also empowering and enlightening individuals on the correct approach to financial planning. We recognize that each individual and organization is unique, and our goal is to assist them in achieving their specific financial objectives in a manner that aligns with their best interests.