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Of Independent Means

Welcome to Of Independent Means, written by Cathy Curtis, CFP®.

Cathy has been featured in The Wall Street Journal, InvestmentNews, Money Magazine, Financial Planning Magazine, has appeared on ABC, KTVU and KGO, and is a regular contributor to AOL’s DailyFinance business and financial news section. 

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Cathy Curtis, CFP

Our goal is to provide relatable and actionable advice for independent women who want to improve their life and finances.

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Budgeting and Tracking Your Spending

This article is part four of a four-part series to help you reduce your spending this year. In part three, you identified what triggers your …

What Triggers Your Overspending Habit?

This article is part three of a four-part series to help you reduce your spending this year. In part two, I took you through a …

Identifying Your Spending Weakness

This article is part two of a four-part series to help you reduce your spending this year. In part one, I shared a simple hack …

SECURE 2.0 Act Cliff Notes

On December 29, 2022, President Biden signed into law a $1.7 trillion spending package, which includes the SECURE 2.0 Act, legislation that changes the rules …

Reduce Your Spending by Creating Healthy Habits

This article is the first in a four-part series to help you reduce your spending this year. I’ll be sharing the knowledge and experience I’ve …

Inflation Reduction Act & Clean Energy Tax Credits

The Inflation Reduction Act introduces several clean energy tax credits and rebates that may benefit environmentally conscious taxpayers. As a California-based financial advisor who works …

Ready to take control of your financial future?

Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy. 

Cathy Curtis, CFP®
Curtis Financial Planning