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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 frequent contributor 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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  • 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 […]

  • Kathleen Grace’s Latest on The Shriver Report: Top Tips For Managing Your Money

    Originally published on The Shriver Report – March 12, 2014  Like most people, I have experienced my share of life transitions, some more jarring than others. One in particular stands out as the catalyst to which my idea to write Prince Not So Charming® came about. For many of us, we grow up believing one day we […]