Kim Curtis is a nationally recognized wealth management advisor and speaker.
After Kim's parents got divorced, Kim’s mom was left in a tough situation which necessitated that Kim got subsidized school lunches. Imagine the shame of being a young girl having to slip the cafeteria aid the red ticket which indicated that her family didn't have the money.
We talk about how she went from this, to then getting student loans for law school, and promptly defaulted on them. Of course, her upbringing would lead her to not know how to manage her money. She was checked out, overwhelmed, and didn't know what to do.
But miraculously, an anonymous donor paid a $1000 payment on her loan account, and that was the sign that Kim needed. Her gift made Kim stop and realize the untrue story she had been telling herself—that money was scarce, and she didn’t deserve it.
Thanks to that gift, Kim became conscious of her internal money talk and began to take her desire for money and the anxiety that surrounded it more seriously. Slowly, she began to believe in her ability to earn and manage money, and, in the process, the fear, anxiety, inaction, blame, and guilt she had around money slowly evaporated. She realized that she was being supported and endeavored to get right with her life and her money story. She first went to law school, then moved into the world of financial planning.
She then had an epiphany moment where she saw that many in this industry are just 'sales people' for the products they are selling instead of being a fiduciary for the clients they are helping. That disconnect lead her to quit her job and then start her own firm.
We talk about money being connected to lifestyle and impact. We also talk about her journey and how she got into alignment after feeling so disconnect with the work.
Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience-.
Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal.
Get in touch with Kim Curtis to learn how you can live the retirement life that you imagine >> https://www.wealthlegacyinstitute.com/
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