WELCOME
Transforming the Future for Families, Individuals and Businesses
"No family left behind" is not just a motto, but my commitment to serving families in my community, and leaving a legacy to impact generations.
ABOUT
I work with your goals and your budget to craft a unique plan for you and your family's success.
My Services
Financial Advising
As an independent financial advisor, I prefer to work with families and individuals to meet their needs, goals and dreams. There are no one-size-fits-all financial plans. Every person is unique, and I want your financial journey to fit you.
Education
Knowledge is power when it is applied, and the first step is gaining that knowledge. I want to transform my community by spreading the information needed for families to succeed.
I'm available for educational seminars, and lunch and learn sessions.
Estate Planning
We don't have any guarantees about how long we'll get with our loved ones, but when our time is up, they should be allowed to focus on grieving and remembrance. Unfortunately, without a plan in place, that time often entails unexpected financial costs, stress and uncertainty. With our assistance you can give a final gift to your family through a funeral concierge service, and will and trust options.
Debt Elimination
No one plans to end up in debt, but whether the unexpected has happened or your spending habits just slipped out of your control, I'm here to help you find your way out.
I partner with Debtmerica for debt consolidation plans, assist with applying for loan forgiveness and elimination, and if all those fail, walk through paying off that debt through debt snowballing.
Protecting Your Family While You Protect Others
Free Will & Funeral Concierge Services
Free Will
Planning for the future starts with just a simple conversation. I offer a free will service to help you leave your family with a plan and provision, rather than scrambling to make decisions during the grieving process. Contact me today to get started—its easy, its essential, and its free!
Funeral Concierge
Prepare for that unexpected day with our all-in-one funeral concierge service. We combine gap life insurance for final expenses, personalized funeral planning, will preparation, health directives, and secure online storage. Reach out today for peace of mind tomorrow.
Testimonials
"I just needed a supplemental plan to make sure I would be set for retirement.
Katie provided the perfect solution and also made sure I was protected against the unexpected with life insurance. I highly recommend meeting with her to explore your options."
-Janell
"Katie helped me secure my retirement,
ensuring I not only have enough to stay retired, but also to create a scholarship for underprivileged students.
She guided me in building a lasting legacy, even after I'm gone."
-Duck
