You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Finding Happiness...Through Budgeting Spreadsheets

September 22, 2020

Cathy Curtis, CFP®, specializes in financial planning for independent women. She’s also the author and creator of The Happiness Spreadsheet, a budgeting system that helps you build a budget around your values.


In our newest episode of YAFPNW, Hannah and Cathy dive into the history of The Happiness Spreadsheet, finding your niche, and how online marketing helped Cathy grow her brand.