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Prince
Not So
Charming

Cinderella's Guide to
FINANCIAL INDEPENDENCE

Take a riveting journey with Cinderella as she navigates romance, emotional upheaval and near financial-death experiences - all of which lead her to find inner strength despite seemingly insurmountable setbacks.

Nine out of ten women will be solely responsible for their finances at some point in their lives. Prince Not So Charming is a call to action that will inspire and empower you to take control of your finances regardless of the obstacles you face, plus you'll learn...

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A fun page-turner with a healthy dose of financial reality throughout. A must-read for women of all ages.

Gail Graham - Former Executive Vice President of Marketing and Business Development for Fidelity's Institutional Wealth Services

 

Kathleen Grace

Kathleen Grace, CFP®, CIMA®, is a Managing Director at United Capital Financial Advisers, LLC. She is a featured contributing advisor to The Wall Street Journal, Fox Business, Fox News, U.S. News & World Report, Maria Shriver.com, The Shriver Report, Palm Beach Woman, and the Sun-Sentinel.

For over 23 years, Kathleen has provided sophisticated financial and estate tax planning strategies to Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions by serving as her clients' Chief Financial Officer. Kathleen was awarded the CIMA designation from the Investment Management Consultants Association with education and curriculum through the Wharton School of Business.

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  • Money Is Power

    Financial independence is a powerful tool in increasing self-esteem. Taking charge of your finances will allow you to attain economic freedom and security. Simply put, money gives you choices. Freedom of choices allows you to thrive. When you thrive, you have power. If money, or the lack of it, worries you, try taking control of […]

  • Smart Holiday Spending Decisions Begin With Honest Conversations®

    Before heading out to shop for gifts, consider your motivation to buy in the first place.  Are you purchasing gifts because it’s something important to you and makes you feel good, or because you believe it’s expected of you? Explore your underlying motivations.  There is no right or wrong; however, determining your purpose or motivation […]

  • Strategies for a Healthy Financial Future for Stay-at-Home Moms

    Originally published on ShriverReport.org – April 18, 2014 The findings of a new Pew Research report are quite contrary to what had seemed to be the rise of more women either entering or already in the workforce. According to the study, up until 1999, the number of stay-at-home mothers was declining significantly since 1967, when […]

  • The Impact of Divorce on Retirement

    In my bestselling book, Prince Not So Charming, I urge women to empower themselves to be financially independent because their Prince Charming could die, become disabled, or become a jerk.  They need to protect themselves for a financial future on their own someday- especially in retirement- even if happily married.  The follow are some statistics […]

  • What couples can do to get off to a good start as newlyweds

    As a CFP® practitioner, I frequently meet with couples that, prior to our work together, have failed to discuss what money means to each of them. When couples fail to share their feelings and beliefs when it comes to money, it leads to misunderstandings and conflict. In addition, partners may become defensive when they feel […]

  • The Robo Threat on Adviser’s Assets Intensifies

    Originally published on Newsmax.com – March 18, 2016 Vanguard’s Robo has quickly taken the lead devouring over $16 billion in new assets, plus another $10 billion from their own legacy advice offering. As the giant continues to gather market share, more Robos will also enter and further compress pricing in the entire industry.  However, their […]

  • The Robo Hype

    Originally published on Newsmax.com – June 12, 2015 Like most things, it is human nature to jump on the latest new fad – especially if marketed as something “cheaper and better”.  The popularity of Robo-Advisers is just that.  It is the industry’s response to the price compression experienced by most investment advisory firms.  However, the ability […]

  • Revolutionizing the Financial Services Industry

    Originally published on Newsmax.com – May 13, 2015 People searching for financial advice have a difficult time differentiating between a broker at a wire- house, as opposed to an independent adviser who is held to a fiduciary standard, providing guidance on a person’s entire financial life.  I know because I have spent the last twenty […]

  • Financial Factors to Consider Before Remarrying

    When two families join forces, “there’s a financial implication around every corner.” Compounding these complex family dynamics, many couples start their marriages with unequal resources and very different attitudes about spending. If one person is a saver and begins a relationship with a spendthrift, the potential for strife is significant. With children in the mix, […]

  • Do Women Make Better Investors?

    Originally published on Newsmax.com – April 4, 2015  Historically, societal and cultural norms taught women to grow up believing that men should make the financial and investment decisions. Thus, given the messaging that a vast majority of women have received, it is not surprising to see that according The Journal of Financial Planning, 47% of women said […]