I’d like to introduce Erin Fleming McCloskey. Erin is just starting her career as a financial planner. She passed the CFP examination on the first try which is something to be proud of as the pass rate is about 63.5%. Lucky for me, Erin is a paraplanner with my firm, Curtis Financial Planning, LLC. Erin […]
Archive | Cash Flow Planning RSS feed for this section
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 attendees […]
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. It usually goes like this: We review the fixed or essential […]
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 […]
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 […]
Budgeting,Revisited. Fee Only Financial Planner says: Develop a workable tracking system and you are more likely to stay within your budget.
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. […]
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 single […]
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 profit […]
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 did!) […]
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.
Sign up for The Happiness Spreadsheet
Sign up today and receive a free download of The Happiness Spreadsheet e-Book.
Learn how to create a life aligned with your values, beliefs and ideals.
By opting in you are subscribing to my email newsletter.
- Financial Planner Helps You Discover Your Money Personality January 18, 2010
- Financial Advisor on Why You Weren’t Born To Shop (Simple Truth #3) February 20, 2010
- Women and Money – Women in the Food Biz Talk Business Plans July 1, 2009
- Women And Money: Primp Your LinkedIn Profile March 6, 2010
- Alice Anna Disse, My Mother July 26,1921- July 18, 2012 July 27, 2012
- Real-life Financial Stories: Student Loan Debt February 24, 2014
- Short List for your Finances 2014 January 20, 2014
- Interesting Financial Blogs – Really! January 13, 2014
- A New Resource for your Financial Planning Education October 25, 2013
- The Truth About Diversification October 9, 2013
- Kristina: I love this analogy...it's memorable, relatable a...
- Fern LaRocca CFP® EA: So sorry for your loss. .... Fern LaRocca CFP®...
- Heather O\'Neill: Cathy: I was so sorry to hear about the passing...
- Kristina: Cathy - I am deeply sorry for your loss. My heart ...
- Kristina: Thanks for sharing you and your Mom's personal st...
© 2014 Of Independent Means. All Rights Reserved.
Powered by WordPress. Designed by