Free Wealth Management Resources
We’ve created a variety of accessible resources to help you live your best financial life. Please check back often as we add new and timely content.
Free e-book and budgeting resources
The Happiness Spreadsheet
Written by Cathy Curtis, The Happiness Spreadsheet will teach you how to identify what’s most important to you and allocate your resources accordingly, so you can maximize your happiness while living within your means. Get your free copy today, and download the accompanying interactive spreadsheet so you can create your own Happiness Spreadsheet (coming soon!)
Free Guide
The Essential Sudden Wealth Checklist
Feeling overwhelmed by a sudden windfall of cash? Download our free guide to find out what to do if you’re experiencing the symptoms of sudden wealth syndrome, and learn what your next steps should be to adjust to and maintain your newfound wealth.
Free Guide
3 Simple Steps To Improve Your Investment Results
Does investing keep you up at night? If so, you’re not alone. Download our free guide, 3 Simple Steps To Improve Your Investment Results So You Can Sleep Better At Night, to find out how to alleviate your anxiety and maximize your results so you can achieve your financial goals.
podcast
Financial Finesse
Cathy Curtis, CFP® has been helping make finance accessible and intriguing for women for almost 20 years. Subscribe to her Financial Finesse podcast, and get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet, and learn how to handle your money and life with skill and style.
BLog
Of Independent Means
Our industry-recognized blog, Of Independent Means, provides relatable and actionable personal finance advice for independent women.
video library
Educational Content
Join Cathy as she discusses timely financial planning and wealth management topics in front of the camera.