Volunteers at Loma Linda University Medical Center
Chicago Marathon finisher & June Lake Triathalon finisher
Loves to travel overseas
Avid reader; favorite book is the Count of Monte Cristo
Will video conference with clients to make it easier
Katie enjoys the nuances behind the decision-making processes and encourages a deeper understanding of the relationship with money to overcome the mental barriers that challenge each individual’s path to financial independence. Her education on human behavior started early, growing up the middle child with 7 brothers and sisters. Surrounded by so many different personalities, she quickly became fascinated with human nature and behavior. This fascination evolved into an interest in financial psychology.
Katie is devoted to educating her clients on the importance of planning to work towards financial wellness. She believes it can be pursued through meaningful planning, discipline, perseverance and a deep understanding of our values. Katie’s empathetic approach to working with her clients means she builds customized plans for their specific needs and coaches them towards the goals they want to pursue. A graduate from the University of California, Irvine, Katie holds a Series 65 registration with Trilogy Capital, Inc. and a Life and Health Insurance License.
Katie’s focus on wellness extends beyond finances. She has completed both the Chicago Marathon and the June Lake Triathlon, as well as volunteers at Loma Linda University Medical Center. In her spare time, she enjoys spending time with family and friends, traveling, and waterskiing in Lake Tahoe.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.