The Shriver Report – Kathleen Grace

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Kathleen Grace
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CFP®, CIMA® and Managing Director, United Capital Financial Advisers, LLC

Kathleen Grace, CFP®, CIMA®, is a Managing Director of United Capital Financial Advisers, LLC. 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 (CFO). Kathleen earned her Bachelor of Business Administration in Finance from the University of Miami and her CFP® certification from the Wayne Huizenga School of Business at Nova Southeastern University. In addition, Kathleen was awarded the CIMA® designation from the Investment Management Consultants Association with education and curriculum through the Wharton School of Business.

 

Work
Gender Equality Is a Myth!
01.12.2014
By Beyoncé Knowles-Carter
We need to stop buying into the myth about gender equality. It isn’t a reality yet. Today, women make up half of the U.S. workforce, but the average working woman earns only 77 percent of what the average working man makes. But unless women and men both say this is unacceptable, things will not change.  → Read More
Family + Money + Work
Life Ed
Life Ed: 3 Strategies for Stay-at-Home Moms to Ensure a Healthy Financial Future
Kathleen Grace | 04.18.2014
The reality is that nine out of 10 women will be solely responsible for their finances at some point in their lives. Therefore, you should establish or maintain your financial independence even while you choose to stay at home to raise your children.  → Read More
Money + Work
Top Tips For Managing Your Money
Kathleen Grace | 03.12.2014
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 will find our prince and live happily ever after—but then dreams turn into reality, and we end up making rather unwise choices. In my case, despite my education and professional achievements, I did exactly that.  → Read More
Money
What Women Need
Cinderella’s Guide to Financial Independence
Kathleen Grace | 01.23.2014
I recall the first phone conversation I had with a potential client. A husband, dad, and CEO of a successful company, he asked me to provide financial advice for his family. During our talk, I shared what we would cover during our face-to-face appointment that would take place the following week. “I look forward to meeting your wife,” I said.
“Oh, she doesn’t have to be there because I take care of all the finances,” he said. Clearly, this is an extreme case of a woman putting her financial well-being in someone else’s hands.  → Read More
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