Just Wanted to Ask

Kim Curtis - A Holistic Approach to Finance


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Here are the things to expect in the episode:

  • What is a holistic approach to finance?
  • How can you improve your relationship with money?
  • Why should parents teach their children the value of money?
  • What are the 2 laws of money?
  • And much more!

About Kim: 

Kim Curtis is a bestselling author of Money Secrets and Retirement Secrets and a nationally recognized wealth management advisor and speaker. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute.

Kim’s 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. She has been profiled in several publications, including the Wall Street Journal.

Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.

Connect with Kim Curtis!

Website: https://www.wealthlegacyinstitute.com/

Facebook: https://www.facebook.com/WealthLegacyInstitute   |   https://www.facebook.com/curtisgehl

Instagram: https://www.instagram.com/happinessdoesntretire/?hl=en

LinkedIn: https://www.linkedin.com/in/kimberlylcurtis/

Twitter: https://twitter.com/WLILegacy   |   https://twitter.com/KimCurtisLegacy

YouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw

Connect with  Anne Zuckerman!

Websites: https://justwantedtoask.com/

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Anne Zuckerman!

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Just Wanted to AskBy Anne Zuckerman