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12 Simple Steps to Financial Success

by Cathy Curtis on December 29, 2011 in Women and Money, budgeting help, cash flow planning, family finances, financial planning for savvy women, simple truths about money, women and finances, women and financial planning

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 [...]

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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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Revisiting: Contrary to Popular Opinion, You Were Not Born to Shop

by Cathy Curtis on November 18, 2011 in Women and Money, budgeting help, cash flow planning, financial advice for women, financial plan, financial planning, financial planning for savvy women, professional women, women and finances, women and financial planning

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 [...]

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Women and the Media, Revisited.

by Cathy Curtis on September 26, 2011 in Women and Money, women and finances, women and financial planning

Last week, I attended a screening of Jennifer Seibel Newsom’s new film, Miss Representation. It was a fun night out with the girls on a beautiful summer evening, but the movie’s content wasn’t uplifting, nor was it meant to be. The film documents the role of media in today’s society and how it marginalizes women [...]

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Fashion, Food, Finance & Fun

Women and Money: Women Have Unique Financial Planning Needs

by Cathy Curtis on February 14, 2011 in Women and Money, Women in Business, east bay financial planner, financial planning for savvy women, woman owned financial planning firm, women and finances, women and financial planning, women entrepreneurs

In my living room sat an architect, a CPA, a healthcare executive, a innovation consultant, a marketing and branding expert, a retired attorney, a writer for the Huffington Post, a clutter coach, an interior designer, a home staging specialist, a jewelry designer, a technical writer, and a newspaper columnist.

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