Curtis May

Curtis May joined our show today to discuss his approach to helping investors really lay out a plan and execute it well. He describes himself as a 'defensive coordinator' for wealth planning and he explains it incredibly well. He helps people set goals, find a path to achieve them, then execute each step. When a business owner or their team can relax about their financial health, other parts of their life can also improve. This concept is so important to grasp and made for a great episode. Find ...