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1390 Willow Pass Road
Suite 900
Concord, CA 94520

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M. Benay Curtis-Bauer

510-655-7090

 

Women

I help women make smart financial choices during and after stressful life transitions like marriage, divorce, death of a spouse and inheritance. I work with women coping with numerous financial priorities. Frequently, a mother will set aside college funds for her children while she simultaneously attempts to pay off her own college loans AND manages the finances of her aging parents or other relatives.

I assist in addressing these critical concerns so that one can proceed with an understanding of their financial condition and tactics designed to improve their situation as they move into their new life settings. I collaborate with a team of specialists who are experts in their fields including college admissions counselors & financial-aid experts, elder law professionals, senior care & respite resources counselors and other specialists. These professionals serve as valuable resources to you and your family.