“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

About Kathleen Grace

Ms. Grace advises affluent families, Fortune 500 executives, entrepreneurs, and institutions throughout the country on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation.
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Prince Not So Charming

Prince Not So Charming will encourage you to claim your power to create financial change. Cinderella’s story is one that many women can relate to, and a call to action for all women who seek to secure their financial futures and protect those they love.
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Kathleen Grace is available to speak to your group, community or organization on all facets of financial and estate planning.
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Recent News


Guidelines for Cinderella’s Planning Prior To Marriage

by Philip Herzberg, CFP®, CTFA, AEP®, MSF and Kathleen A. Grace, CFP®, CIMA® June kicks off wedding season, a...

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...