Financial Finesse

Cathy chats with Melissa Joy of Pearl Planning, an independent, women-owned financial planning firm based in Michigan. Cathy and Melissa discuss a range of topics, from the types of clients they work with to their most common pain points and how they look at each client’s entire financial picture to develop and implement a comprehensive financial plan. For show notes and important links, visit: https://curtisfinancialplanning.com/2020/06/11/episode-2-the-value-of-a-good-financial-advisor/

For more information and resources related to this episode, please visit the show notes.

Cathy interviews longtime friend and client of Curtis Financial Planning, Sally Kuhlman. Sally is Director of National Programs for Beyond Differences, a nonprofit that works to inspire students at all middle schools nationwide to end social isolation and create a culture of belonging for everyone. Cathy and Sally discuss adjusting to life during a pandemic and how they are finding balance while sheltering in place. For show notes and important links, visit: https://curtisfinancialplanning.com/2020/05/25/episode-1-life-and-work-during-covid-19/

For more information and resources related to this episode, please visit the show notes.