Host Cathy Curtis sits down with Susan Jones, co-founder of Sorelle Wealth Partners, to talk about what it really looks like to reinvent your career mid-life.

Host Cathy Curtis sits down with Stephanie McCullough, founder of Sofia Financial, to talk about building a women-focused, holistic, human-first planning firm.

Host Cathy Curtis, CFP®, sits down with Cristina Guglielmetti, CFP®, a Brooklyn-based, fee-only financial planner who has built a deliberately lean solo practice on her own terms.