Curtis Financial Planning

Budgeting Help

Finding Your Style Can Save You Money

There was a time when men’s grooming and fashion was as complicated as women – but that time is long gone. Today, women probably spend four times as much as men on their appearance, maybe more. The amount of money spent on clothing and accessories can do damage to one’s budget. Happily, it’s possible to …

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Cultivating a Healthy Relationship with Money

Cultivating a healthy relationship with money is the foundation of a rich and happy life. Just like any other relationship, for your money to prosper and grow, it needs attention and care. You don’t want to smother it with worry and fear, but you also don’t want to be neglectful. You need to get to …

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Real-life Financial Stories: Student Loan Debt

I’d like to introduce Erin Fleming McCloskey. Erin is just starting her career as a financial planner. She passed the CFP examination on the first try which is something to be proud of as the pass rate is about 63.5%.  Lucky for me, Erin is a paraplanner with my firm, Curtis Financial Planning, LLC. Erin …

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12 Simple Steps to Financial Success

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

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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How To Eat Locally On A Budget:Tips from 4 Locavores

  San Francisco is on the leading edge of the locavore movement.  It’s also one of the most expensive cities in the U.S.  No wonder the Commonwealth Club program at the Port Commission room at the Ferry Building housed a sell-out crowd this past Wednesday night. The topic: how to eat locally on a budget. …

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Abandon The Cart!

You wrap your hands around your shopping cart and feel your heartbeat quicken as you enter the store. Your senses are heightened by that familiar junk-food aroma particular to Target. You take the long way to the work-out clothes department. You want a quick peak at the women’s clothing. You suddenly remember that Target’s latest clothing …

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