Melissa Joy recently joined financial planner Cathy Curtis to discuss how a comprehensive financial planner works with clients and the value of independent financial advice. Cathy is a friend of Melissa’s and a financial planner located in Oakland, California. This is a great way to learn what financial planning looks like.


Included:

– Why having a passion for investing first helps Melissa and Cathy better serve their clients
– The value of process in a financial advice relationship
– Why you want to work with a financial planner who listens to you
– A plea for more women advisors, black advisors, and advisors of color to join the financial planning profession.