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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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jeanne kelly

Let’s do the Numbers – Secrets of the FICO Score Revealed

by Cathy Curtis on August 31, 2009 in family finances, financial help, financial services

As a financial planner, I know too well how important good credit is to the financial health of my clients. Excellent credit is a financial asset that can pay huge dividends across all areas of your financial life. But the world of credit bureaus and credit reports can be a little confusing to many people. [...]

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