Kim Curtis
Leaving a Legacy of Wealth
Kim is a nationally recognized wealth management advisor, author, and speaker, sharing her retirement secrets and how to make your money work so you can create the life you want to live! But before Kim became and expert, she was TERRIBLE with money!
For a lot of women, thinking about life after retirement can feel overwhelming, others fear it and some don’t even think about it until they are in it. Kim’s mission is to get women comfortable with their money situation, so they can focus on creating their lives and living on purpose.
As President and CEO of Wealth Legacy Institute and bestselling author of Money Secrets: Keys to Smart Investing, 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. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.
Tune in to hear OWL about how YOUR story impacts your relationship with money, how to shift to the right mindset and the money formula that works every time! Kim shares her own personal story of money mis-management, and reminds us that it's never too late to start taking control (systems and discipline) of your financial life so that money becomes a tool to support your dreams and purpose in the next chapter of your life!