Tweet It was a beautiful sunny Saturday afternoon and the light was streaming in the windows of the cozy art studio. A long table was covered in butcher paper and cheese and crackers, frittata and chocolate bars were ready to be consumed. As Tamara and I finished getting the room ready for our workshop, the [...]
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A Spreadsheet for Your Happiness
Tweet I came up with a brainstorm in my usual place (the shower) one morning. I had been thinking about the cash flow work I do with my clients and how it almost always initiates a discussion about what they want more of in life. Â It usually goes like this: We review the fixed or [...]
12 Simple Steps to Financial Success
Tweet 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 [...]
Revisiting: Contrary to Popular Opinion, You Were Not Born to Shop
Tweet 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 [...]
Budgeting, Revisited.
Budgeting,Revisited. Fee Only Financial Planner says: Develop a workable tracking system and you are more likely to stay within your budget.
How To Eat Locally On A Budget:Tips from 4 Locavores
Tweet  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 [...]
Simple Truth #4: Inflation and Taxes are Money’s Enemies (Saving and Investing are Money’s Friends)
Tweet Inflation and taxes can wreak havoc on the best-laid financial plans unless you arm yourself with the knowledge and tactics to prevent the most damage. Today we’ll focus on inflation, which is one powerful enemy. Why? You can’t see it, there are are no laws protecting you from it and it’s not selective. Every [...]
Financial Advisor on Why You Weren’t Born To Shop (Simple Truth #3)
Tweet I’m a financial advisor. 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 [...]
Financial Planner Helps You Discover Your Money Personality
Tweet The First Simple Truth About Money was about procrastination and financial fuzziness. The idea is that your non-actions around money can lead to bigger difficulties down the road. If you read the post, I hope that it caused you to make some behavioral changes. (Please write a comment and let me know if it [...]
10 Simple Truths About Money ~ Here’s No. 1
Tweet 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 [...]
About Cathy Curtis
Cathy Curtis is a fee only Certified Financial Planner (CFP) and investment advisor who specializes in the finances of women, their families and businesses.
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