Hi, I’m Curtis,
A Certified Financial Wellness Facilitator with a passion for helping others achieve dreams through credit improvement and budget strategy.
With over 30 years of experience in the financial industry, my professional journey has equipped me with the insight and expertise to deliver a goal driven and effective blueprint to empower your financial success.
Upward’s mission is to inspire and encourage overall financial health through a personalized roadmap and practical education. Our goal is to empower you towards a path of long-term financial stability.
MY APPROACH
During your free consultation, we will make sure our services fit with your needs.
The approach is simple: provide clients with valuable, yet easy-to-learn credit and budgeting education that allows you to take control of your credit and finances once and for all.
Testimonial
“I knew I needed help with my credit and overall finances, but didn’t know where to start. Curtis helped me understand the most important basics, then gave me a plan that helped get my credit score up. I have paid off all my debt and feel this weight lifted off my shoulders. Super helpful!”
-Steven C.
Dream it
Whether you’re hoping to buy a home, lessen the interest you pay on auto loans, or simply stop living with stress about money, the first step is deciding to DO something about it. Your financial peace of mind is closer than you think.
Build it
Our strategy is simple: Provide easy to understand credit and budgeting guidelines, along with personalized improvement steps that help you achieve a healthy financial future and promote long-term accountability.