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Kim Curtis’ Money Secrets: Key to Smart Investing has the answers you are looking for. You will get solid, realistic and action-oriented guidance from on the of the top wealth management advisors in the country.

“An absolute must read for anyone who is considering firing their present advisor or working with an advisor for the first time. Kim discusses eighty-six very important questions you should be asking an advisor or they should be asking you.”

Paul Merriman, Author of Financial Fitness Forever and Wall Street Journal MarketWatch Contributor

 

 

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Listen to a Book Excerpt

by Kim Curtis | Money Secrets: Keys to Smart Investing


About the Author:

Kim is a nationally recognized wealth management advisor, speaker and author. She has been profiled in several publications including the Wall Street Journal.

 

Kim’s groundbreaking work in developing Humanigraphix, a highly personal client-centric planning model, was recognized in the Journal of Practical Estate Planning in 2010, winning the Editor’s Choice award.

 

The Planning for LIFE Experience is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management.

Kim has attained numerous professional designations recognized by the financial planning industry as having achieved the highest level of competence and expertise in comprehensive financial planning. Additionally, Kim’s education includes an MSJA from the University of Denver Sturm College of Law, an MSFS from the American College in finance and a B.S. from Elmira College. She is a member of the Women’s Forum, past president of the Women’s Estate Planning Council and currently serves on the Alumni Board of Elmira College.

Kim Curtis lives in Denver, Colorado, with her family