Curi Capital

As 2025 comes to a close, it’s the perfect time to review your finances and set yourself up for a strong start to 2026. Join our 30-minute, interactive year-end planning session with Ryan Emerson, Director of Wealth Builder, and Janelle McCreary, CFP®, Lead Advisor. Choose the topics that matter most to you and receive a Year-End Financial Checklist to guide you along the way. Register here: https://lnkd.in/gw-xrFDT

“There’s a common mentality among physicians of trusting yourself and your own capable hands,” says Kourtney Kemp, MD, FACS. “But financially, without guidance, that can lead to costly missteps.” Physicians are trained to handle complexity and make high-stakes decisions every day. In our latest edition of INVESTED Magazine, Dr. Kourtney Kemp shares how she changed her mind about going it alone in financial planning and how partnering with a trusted advisor helped her move forward with greater confidence and balance. Read her story here. https://lnkd.in/gZKpDmPN #CuriCapital #Invested #FinancialPlanning #Physicians #WealthManagement

Your medical career is specialized. Your financial planning should be too. Hear Dr. Kourtney Kemp’s perspective and explore resources built for physicians.

Ready for a strong start to 2026? Join our 30-minute Year-End Financial Planning Webinar and get insights on tax moves, retirement contributions, charitable giving, and more—plus a Year-End Checklist.

Your career demands focus, precision, and time. Your financial plan should give you more of each. Curi Capital partners with physicians to create strategies that simplify decisions and build long-term financial confidence. Learn how we help physicians plan smarter: https://lnkd.in/gEGPNTBn

Life changes, and so do your financial needs. Our advisors offer personalized planning and investment guidance designed to help women navigate transitions, build wealth, and plan with purpose.