I’m Katie
As a Certified Financial Planner (CFP®), I serve as my client’s personal CFO so that they can spend time doing what they enjoy while expanding their impact.
Originally from Austin, TX (Hook’em Horns!), I have lived in the beautiful state of Colorado since 2009. When I’m not working, you can usually find me hanging outdoors with my kids and/or dogs, traveling to fun new places, or riding a horse. And there’s always a latte or a prosecco waiting for me somewhere.
Not your dad's financial planner
Not your dad's financial planner
A holistic approach to financial planning
My passion for helping people with their finances all started with an early career in tax preparation, which gave me a unique perspective as a financial planner. I was able to see the importance of looking at all aspects of a client’s financial journey, not just their investments.
My Values
Here’s what you can expect when you work with me:
01
Simplicity
From the words I choose, to the investments I recommend, my philosophy is to keep it simple. It’s easy to overcomplicate finances but it’s completely unnecessary. You won’t hear me use technical terms or financial jargon, and the roadmap we create together will be easy to understand and implement. Keeping things simple will make it easier for you to understand your financial picture, diminish your levels of stress and overwhelm, and help you to adopt new habits.
02
Transparency
In an industry with very little of it, transparency is crucial to me. I strive to be open and honest about my fees, processes, how I can help, and if another advisor is a better fit for those situations where I can’t help. It is important that you are comfortable and know exactly what you will be getting when we work together. No hidden fees, no upselling, no commissions, no confusion, and I will always offer advice that I feel is in your best interest.
03
Judgment Free
This is a no shame zone. You will be heard and supported no matter what, and all questions are welcome. I approach big topics with levity and humor because I want you feeling empowered and motivated to hit your milestones. Yes, finances can be fun! It’s fun when you have the freedom to do what you want, when you have a financial buddy (like me!), and when you can sleep at night.
EVERYONE LOVES A FREEBIE
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