Personal Finance Made Simple
One-On-One Guidance To Help You Pursue Financial Freedom Without Complexity Or Confusion
Do These Struggles Keep You From Financial Confidence?
Are you FEELING lost and confused about the best place to start and the right path to follow?
Are you FRUSTRATED living paycheck to paycheck and watching from the sidelines?
Are you FINDING your financial picture is blurry and you aren’t sure what it should look like?
Helping You Reach Financial Freedom Without Complexity Or Confusion
Get 1-On-1 Guidance
Founder Curtis Diaz will personally guide you and support you so can know you’re doing it right every step of the way
Get Clarity With Your Finances
Discover how to get started and stay on track financially, so you can have clarity with your finances, giving you confidence and peace of mind
Avoid Costly Financial Mistakes
Avoid common money pitfalls around things like credit card debt, student loans, overspending, cosigning, and short-term investing
Stay Organized And In Control
Know how to take control of your money so you no longer feel stuck and instead feel confident in your financial path
Manage Money With Your Spouse
Discover how to get your spouse or partner on board with your financial strategy so you can help one another as you pursue financial freedom as a team
Develop Strategies To Build Wealth
Find out how to save and invest in a strategic way that can help you become financially independent so you can retire early and pursue your ‘bucket list’
Feel Good About Your Financial Life
Find out how you can make things better starting today, so you stop thinking about poor financial decisions from the past and stay positive about your finances
You Deserve A Clear Path To Financial Freedom
Meet Your Financial Guide
“You work too hard and have sacrificed too much to not feel in control of your finances. It pains me to see people struggle this way. My passion is to guide clients to become financially confident and successful, so they can live the life they want.”
Throughout his career, CERTIFIED FINANCIAL PLANNER®️ Curtis Diaz has helped thousands of clients manage their money and plan for retirement. As a CERTIFIED FINANCIAL PLANNER®️ Professional and member of the National Association of Personal Financial Advisors (NAPFA), XY Planning Network, and the Fee-Only Network, Curtis is committed to upholding the highest standards of competency and ethics to help you demystify your finances and pursue financial freedom.
CURTIS DIAZ | CFP®
The Process Is Simple
Schedule An Introductory Call
We will discuss your financial goals and how I can help you reach them.
Get Your Personalized Financial Plan
We will help you create a strategic financial plan that is customized to your unique needs.
Pursue Financial Freedom
Get out of debt. Pay off your home. Travel. Leave a legacy. Whatever your goals are, we’ll help you reach them – without the stress.
Packages & Pricing
The GREAT BLUE PRINT™
YOUR FINANCIAL SUCCESS ROADMAP
Personalized Retirement Score
Risk Factors Assessment
Interactive Planning Experience
Net Worth Summary
Targeted Investment Review
The GREAT BLUE SIGNATURE
YOUR DEDICATED FINANCIAL PLANNER
Everything included in the Great Blue PRINT™, plus:
Get Access to a 1:1 Financial Advisor
Uncover Hidden Opportunities
Investments Professionally Managed by Great Blue Financial™*
Debt Reduction Strategies
The GREAT BLUE ARC STRATEGY™
EMPLOYEE RETIREMENT PLANS FOR BUSINESS OWNERS
Up To 1% Of Plan Assets
Acquisition – attract the best candidates to your firm
Retention – retain your top employees
Commitment – increase productivity and satisfaction
*For balances less than $250,000. Accounts valued at $250,000 or more use 1% of Assets Under Management fee schedule. See our Firm Brochure for more information.
What Makes Great Blue Financial Different?
“Personal finance can be complicated and confusing. At Great Blue Financial™, we make personal finance simple through one-on-one coaching to help you gain clarity about your money and pursue financial freedom with confidence.”
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Do you want to be confident with your finances? In order to do that, you need a clear and simple financial strategy. The problem is, personal finance can be complicated and hard to do, which makes you feel lost and confused. Nobody should have to feel this way.
At Great Blue Financial™, we understand your frustration. We make personal finance simple through one-on-one coaching to help you gain clarity about your money and pursue financial freedom with confidence.
As a CERTIFIED FINANCIAL PLANNER™ Professional, Curtis Diaz, CFP®️ has crafted thousands of personalized financial plans for clients and would be honored to serve you as well.
Here’s how the process works: 1. Schedule an introductory call. 2. Get your personalized financial plan. 3. Pursue financial freedom.
Schedule your introductory call today so you can replace uncertainty about your finances with clarity and confidence!
We Are Personally Invested In Your Success
CERTIFIED FINANCIAL PLANNER™ Professional
Fee-Only (no commissions)
Work with one advisor
Straightforward, objective advice
Total commitment to your success
"Personal finance can be complicated and confusing. At Great Blue Financial™, we make personal finance simple through one-on-one coaching to help you gain clarity about your money and pursue financial freedom with confidence."
GREAT BLUE FINANCIAL LLC ("GBF") is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GBF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of GBF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.