Kim is the President & CEO of Wealth Legacy Institute in Denver, Colorado. The firm was founded on the philosophy that long-term, collaborative, fiduciary relationships with clients are key to ultimate success.
When you consult a doctor about your health, you expect to get advice based on your circumstances – age, family history, and your specific circumstance. You should expect similar advice from your financial adviser about how to invest for your retirement – family “financial” history, when you expect to retire, your age and your specific circumstances. But that’s not what usually happens. A financial adviser in most cases is just a salesperson. In fact, almost 90% of financial advisers are in the business of sales. Kim is a fierce advocate of the fiduciary standard, making sure consumers know whether their financial professional is working for them, at all times, in all transactions.
Ms. Curtis has worked with thousands of individuals and families to help them develop a worry-free relationship with money. She is also the author of the bestselling book, Money Secrets: Keys to Smart Investing.
Money…you either use it or it will use you. How you show up with money is often how you show up in life. Money is interwoven directly and indirectly in relationships, fears, failures, loves, struggles, dreams and successes. It has an effect on every aspect of our existence, from meeting basic needs for food and shelter to finding the meaning of life and our spiritual connection.
Imagine your life if you mastered MONEY?
Kim shares her insider’s view and pulls back the curtain to reveal money secrets, so you can:
- Put money in its proper place
- Save years of time by avoiding pitfalls
- Learn the essential shortcuts to develop financial clarity and confidence
- Play to win
It’s time to change the way we think and speak about money. Kim helps you live a better, fuller, richer, more joyful LIFE. Your future is limitless and full of potential and possibilities.
Kim is passionate about education; so much so that she included it as a tenant of her award-winning wealth management firm, Wealth Legacy Institute. She is a proponent of the Certified Financial Planner® designation (CFP) and believes long-term financial success starts with a plan.
Managing Your Money: Three Mistakes You’re Making
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