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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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We originally published Happy Holidays: The Gift of Financial Self-Care in December 2016 and decided to give it a refresh for 2021.  The holiday season …

As a financial advisor who works primarily with women, I’m all too aware of the gender investment gap. Not only are women paid less than men …

Over the years, the nomenclature around sustainable investing has morphed to the point of confusion. Besides “sustainable,” other descriptive terms for this investment style include …

As a financial advisor, one of my most important responsibilities is to help my clients identify and reach their financial goals. And for many of …

We originally published How to Stay Within Your Budget: Monitor Your Budget Busters on February 20, 2017, and have refreshed it for 2021. It’s not that difficult …

This year, I’ve had the opportunity to interview six smart, savvy women, who are experts in their respective fields. I learned a lot from these …

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