Build financial security and conquer your wish list
I’m on a mission to help you invest with confidence, expand your influence, and experience financial freedom.
Does this sound like you?
You are scared you won’t be able to retire.
You worry about making the wrong decision and losing your hard-earned money.
You feel like you could be doing more with your money and you are anxious you might be missing out on opportunities.
You feel overwhelmed by taxes and finances and you need guidance on organization and strategy.
You want your money to work for you, but you don’t know where to start.
You aren’t sure if you will be able to afford the experiences on your bucket list.
You may have other professionals (Attorney, Insurance, CPA) but you don’t know how they all tie together
It’s time to work with someone who sees your financial health holistically
Afford what you want, not just what you need.
Afford what you want, not just what you need.
From debt and confusion to financial mastery
Ten years ago, I found myself drowning in $30K of debt, confused about my taxes, with a retirement savings account as barren as the Sahara Desert. Investing was a foreign language I couldn't decipher, and I felt like a complete novice in the realm of finance. The mere thought of seeking advice filled me with embarrassment, as I genuinely believed that understanding finances was a skill I should have already possessed. When I finally mustered the courage to consult my well-informed friends, their responses were laced with technical jargon that I needed Google Translate to understand. Determined to break free from the mess I had created, I set out to learn as much as possible and apply those lessons to my own life.
Years of relentless research, coupled with hands-on experience as a tax preparer, financial advisor, and ultimately, a Certified Financial Planner, have equipped me with a wealth of knowledge and expertise. From this background, I've created The 6 Anchors of Wealth - a guide to help you navigate the steps of creating wealth, however you define it.
Your greatest financial success depends on the creation, quality, and implementation of your financial plan.
Your greatest financial success depends on the creation, quality, and implementation of your financial plan.
The 6 Anchors of Wealth will help you:
Feel confident in your financial decisions
Create more freedom so you can spend your days how you wish.
Build stability to help you sleep at night.
Afford what you WANT, not just what you NEED.
Start the business of your dreams.
Travel to far-off locations.
Invest in your personal growth.
Take care of your family.
Give back to causes you care about.
I’m Katie, your Financial Strategist
I’m here to help you calm the chaos, remove the judgement and intimidation, and redefine your relationship to money, so you can realize your wildest dreams and create long term wealth.
Fee only financial planning services for adventure seeking professionals and business owners ready to reach new heights
FINANCIAL PLANNING SERVICES
READY TO TEAM UP?
Here’s how it works
01
Complimentary Consultation
Schedule a 30 minute, no obligation consultation, so I can learn more about you, your needs and your short and long term goals. I’ll also discuss my financial planning services and process, so you can determine if we are a good fit.
02
Onboarding Process
Through a series of four 1:1 meetings, and secure information collection, we’ll get to the heart of your current financial situation as well as your vision for the future.
After discovering your values and priorities, I will create a financial plan and develop recommendations to address your immediate concerns.
Together we will design a personalized roadmap with actionable steps in your own custom Client Task Dashboard to make it easy to implement and stay on track.
03
Ongoing Financial Planning
Once your action plan is in motion, you’ll have access to me throughout the year as questions or concerns arise, along with 2-3 formal, 90 minute meetings to ensure you are on track to meet your goals and evolve your plan as priorities shift.
Frequently Asked Questions
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This means that I’m paid directly by my clients for financial and investment advice. I don’t receive any commissions, referral fees, kickbacks, or other hidden forms of compensation. This mitigates conflicts of interest that can arise when advisors receive commissions. The recommendations and advice I give are unbiased and objective.
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Yes I am! As both a Certified Financial Planner™ and a fee-only financial planner, I am required to act as a fiduciary. A fiduciary is legally bound to put the client's best interests above their own. I strive to be a trusted advisor and steward of your financial health.
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You should keep more of what you earn in your pocket. That’s why I recommend passive, low cost, and tax-efficient strategies. This will include mostly mutual funds and ETFs that track the index. I want to create an investment strategy that is aligned with your goals and won’t result in high fees or increased taxes.
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The focus at Tonn Financial Planning is on the planning. Investment management is a full time job on its own and has been mostly commoditized in our industry. Time normally spent on investment operations is instead spent on holistic financial planning and being proactive with other aspects of your financial journey (tax planning, cash flow management, savings strategies, etc). As a financial planner, it is still my job to review all of your accounts and make sure the investments continue to align with your long and short term goals. I will help you select the best investment funds in your employer sponsored plans and then you can decide which platform you would like to use for your other accounts (IRA’s, taxable accounts, etc). I can help with that as well!
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Since I am not compensated on a percentage of assets under management, there is no minimum amount that you have to have to work with me.
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As a fee-only financial planner, I believe in full fee transparency. For more information on exactly what is offered, see Services.
Initial Financial Plan - One time fee of $2800
Comprehensive Ongoing Financial Planning - $5,000 Annual Fee payable monthly ($416) or quarterly ($1250) via ACH, credit card or investment account.
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Of course! Most of my clients live in other states, so all work is done remotely.
