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Book Review: The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money

by Cathy Curtis on December 13, 2011 in comprehensive financial planning, financial plan, simple truths about money, women and financial planning

As a financial advisor, I published my free ebook, The 10 Simple Truths About Money, because I strongly believe that it’s true that, “Learning financial concepts and managing money can be intimidating, but it doesn’t have to be. There are simple truths about money that can change your life.”

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Planning and Chance

by Cathy Curtis on November 6, 2009 in cash flow planning, comprehensive financial planning, family finances, financial help, retirement planning

    The moment I heard about the Bay Bridge near-catastrophe….I thought oh, my God, that could have been me, my husband, or any one of the many people I know and love who cross the Bridge regularly. As it turned out, I did know one of the people who was on the bridge that [...]

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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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