Archive | certified financial planner RSS feed for this section
woman-looking-out

Financial Planner Helps You Discover Your Money Personality

by Cathy Curtis on January 18, 2010 in Couples and Money, cash flow planning, certified financial planner, family finances

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!) [...]

Read full story • Comments { 8 }
Picture 2

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 [...]

Read full story • Comments { 2 }
Open Book

Financial Planner’s Reading List: You Are What You Read

by Cathy Curtis on December 8, 2009 in Couples and Money, certified financial planner, family finances, financial advice for women

This past Sunday morning I (and, I suspect, millions of others) read an article in the New York Times Magazine by Elizabeth Weil. Married (happily) With Issues takes the reader along on a fascinating and personal journey in search of a more perfect union. Elizabeth Weil manages to convince her good sport of a husband, [...]

Read full story • Comments { 0 }
images

I Will Teach You to Tweet – Women in Consulting Twitter Panel in San Francisco

by Cathy Curtis on September 19, 2009 in business strategist, certified financial planner, financial advice for women

Hi everyone! Public appearance alert. I’m honored to be part of a distinguished panel dishing about all things Twitter at a Women in Consulting event at the Sir Francis Drake Hotel. This is coming up soon and I wanted to make sure you know all the details. What:   Tips, Tools and Tricks to Make Twitter [...]

Read full story • Comments { 2 }

Financial Advisor Blog Network