20+
Years of Experience
1000+
Clients Served
100%
Client-Focused Approach
Your Trusted Financial Partner
For over two decades, I've dedicated my career to helping individuals and families navigate the complex world of financial planning. My holistic approach ensures that every aspect of your financial life is considered, creating a comprehensive strategy tailored to your unique goals and circumstances.
My Process: Finding Your Right Strategy
1. Comprehensive Financial Needs Analysis
We begin with an in-depth assessment of your current financial situation, goals, and concerns.
2. Custom Strategy Development
I design a personalized financial strategy using the right combination of financial vehicles to meet your objectives.
3. Implementation & Ongoing Support
Together, we put your plan into action and I provide continuous guidance as your life evolves.
Services & Solutions
Comprehensive financial solutions designed to protect your wealth and secure your future.
The Cathy Cunningham Experience
What you can expect when working together to build your financial future.
Personal Attention & Collaborative Planning
Every client receives my undivided attention. We work together as partners to understand your unique situation and craft strategies that align with your values and vision for the future.
Clear Communication & Education
I believe in empowering you with knowledge. I explain complex financial concepts in simple terms, ensuring you fully understand your options and feel confident in your decisions.
Ongoing Support & Regular Reviews
Your financial plan isn't set in stone. I provide continuous support and regular reviews to ensure your strategy adapts as your life circumstances and goals evolve over time.
Peace of Mind & Confidence
The ultimate outcome of working together is the peace of mind that comes from having a solid financial strategy. You'll feel confident knowing you're prepared for whatever the future holds.
Financial Educator
Education is at the heart of everything I do. I'm passionate about empowering people with the financial knowledge and tools they need to make informed decisions and take control of their financial future.
Through workshops, seminars, and one-on-one coaching, I break down complex financial topics into understandable concepts that anyone can apply to their own life. Financial literacy isn't just about numbers—it's about confidence, security, and freedom.
Topics I Cover:
- •Building Financial Foundations
- •Investment Strategies & Risk Management
- •Retirement Income Planning
- •Tax-Efficient Financial Strategies
- •Legacy & Estate Planning
Inventor of IMPACT: The Money Mastery Game
Transforming financial education through interactive, engaging gameplay that makes learning about money fun and memorable.
Making Financial Education Engaging
IMPACT: The Money Mastery Game is my innovative approach to teaching financial concepts through interactive gameplay. This breakthrough educational tool helps people of all ages learn critical money management skills in a fun, pressure-free environment.
The game covers essential topics including budgeting, investing, debt management, retirement planning, and wealth building—all while players actively participate and learn through real-world scenarios.
Game Benefits:
- ✓Hands-on learning experience
- ✓Builds financial confidence
- ✓Suitable for all age groups
- ✓Promotes family financial discussions
- ✓Creates lasting behavioral change
Professional Speaker & Trainer
With two decades of expertise and a passion for empowering others, I'm available to speak at your next event, conference, or corporate training session. My presentations are engaging, informative, and tailored to your audience's needs.
Speaking Topics Include:
- →Financial Wellness for Employees
- →Retirement Planning Strategies
- →Women and Wealth Building
- →Financial Literacy Fundamentals
- →IMPACT Game Workshops
- →Legacy & Estate Planning
Perfect For:
• Corporate Events & Conferences
• Professional Development Training
• Community Organizations
• Educational Institutions
• Non-Profit Organizations
What Clients Say
Real stories from real people whose financial lives have been transformed.
"Cathy's holistic approach helped us see the bigger picture of our financial future. Her expertise and genuine care made all the difference. We now have a clear retirement plan and peace of mind."
— Robert & Linda M.
Retired Educators
"The IMPACT Money Mastery Game was a game-changer for our family. Our teenagers actually understand financial concepts now, and we're all on the same page about money. Thank you, Cathy!"
— Jennifer T.
Small Business Owner
"As someone who was always intimidated by financial planning, working with Cathy was a revelation. She explained everything clearly and patiently. I finally feel confident about my financial future."
— Michael P.
Healthcare Professional
Schedule Your Consultation
Take the first step toward financial confidence. Fill out the form below and I'll personally reach out to schedule your complimentary consultation.
Prefer to Call?
(555) 123-4567
Monday - Friday: 9:00 AM - 5:00 PM
Ready to Take Control of Your Financial Future?
Let's work together to create a personalized financial strategy that gives you confidence, security, and peace of mind.
Get Started TodayCathy Cunningham - Holistic Financial Professional
Email: [email protected] | Phone: (555) 123-4567
Securities and investment advisory services offered through qualified registered representatives. Cathy Cunningham is a licensed professional committed to helping you achieve your financial goals. This website is for informational purposes only and does not constitute financial advice.
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