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12 Simple Steps to Financial Success

by Cathy Curtis on December 29, 2011 in Women and Money, budgeting help, cash flow planning, family finances, financial planning for savvy women, simple truths about money, women and finances, women and financial planning

A new year is almost upon us—always a good time to look towards the future and recommit to past goals or create new ones especially when it comes to our personal finances. Just in time to help with your goal-setting, here is a list of 12 simple steps you can take with your money in [...]

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shoppinggirl

Revisiting: Contrary to Popular Opinion, You Were Not Born to Shop

by Cathy Curtis on November 18, 2011 in Women and Money, budgeting help, cash flow planning, financial advice for women, financial plan, financial planning, financial planning for savvy women, professional women, women and finances, women and financial planning

Contrary to popular opinion, you were not born to shop. If you are a woman who loves clothes and fashion (c’est moi) this may be debatable. However, most of us have to curb our enthusiasm for adornment lest we wreak havoc on our cash flow and personal net worth. Over the years, I’ve developed a [...]

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Budgeting, Revisited.

by Cathy Curtis on November 22, 2010 in bag lady, budgeting help, cash flow planning

Budgeting,Revisited. Fee Only Financial Planner says: Develop a workable tracking system and you are more likely to stay within your budget.

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How To Eat Locally On A Budget:Tips from 4 Locavores

by Cathy Curtis on July 2, 2010 in Uncategorized, budgeting help, cash flow planning, family finances

  San Francisco is on the leading edge of the locavore movement.  It’s also one of the most expensive cities in the U.S.  No wonder the Commonwealth Club program at the Port Commission room at the Ferry Building housed a sell-out crowd this past Wednesday night. The topic: how to eat locally on a budget. [...]

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Truth 3 born to shop

Financial Planner on Why You Weren’t Born To Shop (Simple Truth #3)

by Cathy Curtis on February 20, 2010 in I don't want to be a bag lady, budgeting help, cash flow planning, family finances

I’m a financial planner. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for profit [...]

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10 Simple Truths About Money ~ Here’s No. 1

by Cathy Curtis on December 21, 2009 in Fee Only Financial Planner, budgeting help, cash flow planning, certified financial planner, family finances, financial plan

In the course of my financial planning practice, I meet many people who share similar attitudes, fears or misconceptions about money management. It turns out that most people make money way more difficult and scary than it needs to be. So in response to all this, I came up with 10 Simple Truths About Money [...]

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Michelle in Yellow Sheath

Abandon The Cart!

by Cathy Curtis on October 26, 2009 in budgeting help, financial advice for women, financial plan, financial planning

You wrap your hands around your shopping cart and feel your heartbeat quicken as you enter the store. Your senses are heightened by that familiar junk-food aroma particular to Target. You take the long way to the work-out clothes department. You want a quick peak at the women’s clothing. You suddenly remember that Target’s latest clothing [...]

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Cash Flow Planning: Debt and Generation X

by Cathy Curtis on October 13, 2009 in budgeting help, cash flow planning, comprehensive financial planning, financial help

The primary reason my 20 and 30 year old clients hire me is to help them with debt management, cash flow and budgeting.

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Financial Planning Client Trudy

“Making Home Affordable”

by Cathy Curtis on September 21, 2009 in budgeting help, buying a house in the Bay Area, family finances, financial planning for savvy women

On my last visit, we got into a chat about money because Trudy had just completed a loan modification and was more than happy to share the details with me. I was very interested because I knew banks were considering loan modifications, but hadn’t heard of anyone actually getting one.

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I Will Teach You to be Rich

by Cathy Curtis on September 6, 2009 in budgeting help, cash flow planning, wealth manager

Until a few months ago, I hadn’t heard of Ramit Sethi (pronounced Ra-meet, Say-tee) and his blog www.iwillteachyoutoberich.com or his book of the same name. Then one day while I perused the book section at Costco, there it was – boasting a bright orange and yellow cover with black print. It practically screamed out at [...]

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