Kim Curtis
CFP®, ChFC, CLU, CAP, AEP, MSFS
CO, USKim Curtis is a nationally recognized wealth management advisor and speaker. Her groundbreaking work in developing Humanigraphix, a highly personal client-centric planning model, was recognized in the Journal of Practical Estate Planning in 2010, winning the Editor's Choice award.
The Planning for LIFE Experience is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management.
Kim has been profiled in several publication including the Wall Street Journal. She has attained numerous professional designations recognized by the financial planning industry as having achieved the highest level of competence and expertise in comprehensive financial planning. Additionally, Kim's education includes an MSJA from the University of Denver's Sturm College of Law, an MSFS from the American College in finance and a B.A. from Elmira College in judicial administration. She is a member of the Women's Fourm, past president of the Women's Estate Planning Council and currently serves on the Alumni Board of Elmira College.
In group settings, she shares her strategies, humor and energy as a professional speaker and published author Money Secrets: Keys to Smart Investing. Regardless of the venue, the results she delivers are transformative, motivating audiences to take charge of their future, armed with the skills to master money.
Kim Curtis is a nationally recognized wealth management advisor and speaker. Her groundbreaking work in developing Humanigraphix, a highly personal client-centric planning model, was recognized in the Journal of Practical Estate Planning in 2010, winning the Editor's Choice award.
The Planning for LIFE Experience is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management.
Kim has been profiled in several publication including the Wall Street Journal. She has attained numerous professional designations recognized by the financial planning industry as having achieved the highest level of competence and expertise in comprehensive financial planning. Additionally, Kim's education includes an MSJA from the University of Denver's Sturm College of Law, an MSFS from the American College in finance and a B.A. from Elmira College in judicial administration. She is a member of the Women's Fourm, past president of the Women's Estate Planning Council and currently serves on the Alumni Board of Elmira College.
In group settings, she shares her strategies, humor and energy as a professional speaker and published author Money Secrets: Keys to Smart Investing. Regardless of the venue, the results she delivers are transformative, motivating audiences to take charge of their future, armed with the skills to master money.
Money Secrets
Money makes us anxious. It doesn't matter how old we are or how much money we make. Money questions plague all of us at one time or another. Do I have enough? Will I have enough? What is enough?
We live in a world where financial safety nets are being replaced by self-sufficiency. Learn the controversial and groundbreaking insight from Kim Curtis' bestselling and award winning book Money Secrets: Keys to Smart Investing.
The Art of Negotiation
Women are some of the greatest bargain hunters of all time-especially when it comes to using coupons. However, absent a coupon, they often settle without even trying to improve the deal. Men negotiate better starting salaries, time off, car deals, executive packages, perks when switching to a new job, moving allowances and more. Men ask. Women don't. Men counter-propose. Women take the offer. Even with smaller negotiations regarding social plans, household priorities, and sharing...
Raising Financially Responsible Children
A concern for parents and grandparents is teaching children the value of the dollar and raising responsible, productive, balanced children.
Should we give an allowance? How much? Financial literacy is economic self-defense in a world where self-sufficiency is the new normal. Our collective responsibility is to arm the next generation with the skills and knowledge they need to become financially competent decision makers.
Learn the Ten "must...
