We're dedicated to serving clients with high standards, who appreciate a personalized approach tailored to their individual needs and preferences. We believe in prospering on purpose, where intentional and purposeful financial planning leads to successful wealth building.
What I Do
I’m thrilled that you're considering these crucial conversations because planning is absolutely vital for pursuing your goals effectively and efficiently.
Financial Planning
This is where the magic begins. Planning will empower you to define your aspirations and develop a strategic path to realize them. It's not just about money; it's about crafting the life you desire and having the means to make it a reality. Prioritizing this approach fuels motivation, instills confidence, and propels you toward a future of fulfillment and financial security.
Asset Allocation
Where strategy meets expertise. We'll tailor your portfolio with meticulous care, strategically allocate assets, handpick securities, and vigilantly monitor performance. Count on us as your financial architects, building a sturdy fortress for your wealth to thrive.
Protection Management
Shielding your financial future. We'll fortify your defenses against life's uncertainties with stalwart solutions like life insurance and long-term care. Count on us as your steadfast guardians, committed to safeguarding your wealth and securing your legacy with unwavering resolve.
Who I Help
We're here to empower individuals and families who value expert guidance and take decisive action. Our tailored services cater to a diverse range of clients, including:
The HENRY's of the World (High Earners, Not Rich Yet)
Those with impressive six-figure incomes seeking savvy strategies to transform earnings into lasting wealth.
Freelancers, Independent Contractors, and Small Business Owners
Navigating the gig economy, lacking traditional workplace retirement plans, and craving customized financial blueprints for success.
Blue Collar Workers
The backbone of our society, who may have sturdy pensions but desire comprehensive financial planning and additional strategies to fortify their future.
Those Nearing Retirement
Hungry for meticulous retirement planning and smart income strategies to savor their golden years without financial fretting.
Who I Am
Hello! I’m Katie Cimonetti,
Founder and Managing Partner of VIE Wealth Management.
EDUCATION:
- Robert Morris University, Chicago
- Bachelors in Business Administration, concentration Management
- Years in industry: 9
- Licenses: Series 7 and 66 held through LPL Financial
FAMILY:
- Husband: Drew; who grew up on the East Coast, served 9 years in the military, 9 years as a first responder and currently working for the government
- Kids: 2 daughters, Teagan and Tessa. Both girls are very active in sports, including gymnastics, softball, and swimming
- Pets: 2 golden retrievers, Nadia and Nellie
FUN FACTS:
- Born in Florida ☀️
- Raised in Oak Lawn - Proud OLCHS alum
- Ran 3 marathons! 2 in Chicago, 1 in Schaumburg. Best time: 4 hours 19 minutes
- Backpacked thru the United Kingdom, Belgium, Netherlands, Germany Switzerland, Italy, Austria, and France
- Paraglided and zip-lined in New Zealand
- Hiked the Smokey mountains
- Country music is the genre of choice 🎶
- Big fan of iced coffee and shopping ☕🛍️
Summer 2024
“Good fortune is what happens when opportunity meets with planning.”
- Thomas Edison
“Unless commitment is made, there are only promises and hopes; but no plans.”
- Peter Drucker
“Setting goals is the first step in turning the invisible into the visible.”
- Tony Robbins
“The path to success is to take massive, determined action.”
- Tony Robbins
“The best way to predict the future is to create it.”
- Peter Drucker
