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Women & Wealth: Taking Control of Your Financial Future with Cathy Curtis
Manage episode 476983064 series 3585196
In this insightful episode, Sara sits down with Cathy Curtis, a seasoned financial advisor who turned her passion for personal finance into a fulfilling 20-year career. After facing barriers in the packaged foods industry, Cathy transitioned into financial planning, where she now helps clients take control of their wealth with unbiased, client-focused guidance. She shares why so many women—especially young professionals—still defer financial decisions to their spouses and why it’s crucial to be actively involved. Sara and Cathy also dive into estate planning essentials, the emotional side of inheritance, and how financial advisors help clients define their “enough” point. Whether you're reassessing your financial future, navigating an inheritance, or looking to take a more active role in wealth building, this conversation offers practical insights on financial confidence, estate planning, and long-term security.
About Cathy:
Cathy Curtis, CFP®, is the founder of Curtis Financial Planning, a boutique wealth management firm dedicated to empowering single women and women-led households to build thoughtful, strategic financial plans. Known for her warm, personalized approach and deep expertise, Cathy integrates comprehensive financial planning and investment management to help her clients achieve their most meaningful goals. She also shares her insights through her Substack, Wealth Whisperings, and her newsletter, Musings on Life and Finance.
When she’s not advising clients or writing, Cathy stays active by biking the trails of Oakland, practicing Pilates and weight training, and exploring the vibrant culinary and wine scenes. A firm believer in lifelong learning and self-care, Cathy seamlessly blends her professional expertise and personal passions to inspire and educate others about living their best financial lives.
Connect with Cathy:
Musings on Life and Finance Newsletter
Cathy's podcast: Financial Finesse
Connect with Sara on:
LinkedIn
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Facebook
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