Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis

Published: July 14, 2021, noon

We\u2019re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for over 20 years and shares just a sliver of her experience on the show today.

Cathy is a solo advisor\u2014and always has been. She serves women, specifically breadwinning women, and to this day, finds 1:1 client work her favorite part of running her firm. Cathy discusses flow and how to find it, the kind of insecurities women face as they try to understand their finances, and what it\u2019s like to vision board your future. She reminds listeners that outsourcing should be considered an investment, and there\u2019s no reason to try to do everything on your own, whether you hire or not. Cathy shares that her imposter syndrome went away when she finally niched, and since then, has found major success and fulfillment.\xa0

Cathy has some incredible advice to share with you today, and if you\u2019re interested in what it\u2019s like as a solo advisor 20 years in, then this episode is for you.

You can find show notes and more information by clicking here:\xa0https://www.xyplanningnetwork.com/313\xa0\xa0\xa0\xa0

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