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She helps families overcome the odds by not only optimizing their financial assets but leveraging their core assets to drive intentional living and legacies that are sustained through generations.

Kim is a nationally recognized wealth management advisor, speaker and author. She has been profiled in several publications including the Wall Street Journal.

Kim’s groundbreaking work in developing Humanigraphix, a highly personal client-centric planning model, was recognized in the Journal of Practical Estate Planning in 2010, winning the Editor’s Choice award.

The Planning for LIFE Experience is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management.

Kim has attained numerous professional designations recognized by the financial planning industry as having achieved the highest level of competence and expertise in comprehensive financial planning. Additionally, Kim’s education includes an MSJA from the University of Denver Sturm College of Law, an MSFS from the American College in finance and a B.S. from Elmira College. She is a member of the Women’s Forum, past president of the Women’s Estate Planning Council and currently serves on the Alumni Board of Elmira College.

Kim Curtis lives in Denver, Colorado, with her family