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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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Single Women Retirement Planning

Most of us dream about the day that we can take a break. We envision a full, long-lasting retirement that is free of financial worries …

As our usual routines and habits get upended and disrupted due to COVID, we have had to find new ones to replace them. The way …

One of the March 27, 2020 CARES Act’s key provisions was to waive the requirement to take Required Minimum Distributions (RMD’s) in 2020. This waiver …

Cooking At Home

One of the most desired and, at the same time, hardest-to-do financial tasks is to create a budget and stick to it. I know this …

Image: money from heaven

You may be one of the many Baby Boomers or  Gen-Xers who have received an inheritance or will in the future. Studies predict that the …

This evening, my husband, Rob, convinced me to join him for a mountain bike ride near our home. I have done the ride before, many …

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