Let's Connect

If after looking over the website you like Curtain Wealth Planning’s approach, process, and pricing, and feel like you might want to move forward, please use the form on this page to arrange a 20-minute introductory call with me, Stephen Lay, CFP®.

During this initial chat, you can tell me a little bit about what you hope to accomplish, and I can tell you more about Curtain Wealth Planning, and together we’ll make sure there’s a good fit.

No pressure. No obligation. No worries. I will respond to you via email as quickly as I can.

Note: In the form, it’s helpful for me if you can share your first and last name and include a brief message about yourself and your planning goals.