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Personal Finance Resources

Featured: 7-Day Challenge Email Series

Sign up for our 7-Day Declutter Your Financial Life Challenge and get an inspiring personal finance tip delivered to your inbox each morning for one week.

Free Downloads

The Essential Sudden Wealth Checklist

Overcome sudden wealth syndrome and design your ideal financial future.

3 Simple Steps to Improve Your Investment Results

Get practical investment tips to help you sleep better at night.

The Happiness Spreadsheet

Learn a fresh, inspiring approach to budgeting that aligns your spending with your values.

Online Resources

Financial Finesse Podcast

Get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet.

Of Independent Means

Author Cathy Curtis provides relatable and actionable personal finance advice for independent women.

Educational Videos

Join Cathy as she discusses personal finance and other topics of interest in front of the camera.

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

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