39
Growth Score
pts
Heat Score
-10 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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2427086
Contour Financial, Inc. provides fee-only financial planning and investment advisory services.
About the Company
Contour Financial delivers private wealth management and comprehensive financial planning services for clients across personal and business domains. They offer tailored strategies in retirement, investment, tax, estate, and insurance planning, along with cash‑flow and education planning. The firm operates on a fee‑only model without third‑party
commissions and provides portfolio construction, rebalancing, quarterly reports, retirement‑update letters, Social Security guidance, and tax-return assistance when eligible. They support clients through personalized planning, integrating mortgage refinancing, credit management, and modeling for major life decisions.
