Cathy Curtis

Cathy Curtis, founder of Curtis Financial Planning and a veteran in the industry, shares her wisdom from nearly 25 years of running a solo practice. She discusses the unique challenges faced by single women in financial decision-making and the importance of transparent fee structures. Cathy emphasizes setting boundaries to sustain client relationships and enhance service value. Her insights on leveraging technology, such as Holistiplan, for efficiency, and the emotional complexities of transitioning clients are both enlightening and practical for aspiring advisors.