PROSPER ON PURPOSE
Personal Attention • Thoughtful Planning • Someone In your Corner
We start with a conversation and build from there.
You bring your questions. I’ll help you organize your finances, understand your options, and spot gaps and opportunities. Together, we’ll build a financial plan around what matters to you.
My goal is to help you feel informed, prepared, and in control of your financial future.
Can I afford to retire?
You’ve spent years saving. Let’s look at your pension, Social Security, investments, and expenses together so you understand where you stand before making the decision.
Changing jobs? What comes next?
A new job—or leaving one—can bring questions about retirement accounts, benefits, and your next steps. We’ll review your options and how they fit into your overall plan.
Life changed. Does my plan need to?
An inheritance, marriage, divorce, or loss of a loved one can change your financial priorities. We’ll help you sort through the decisions and figure out what needs attention first.
Hi, I’m Katie.
I’m a CERTIFIED FINANCIAL PLANNER® professional and founder of VIE Wealth Management. I’m also a wife, mom of two, and business owner who understands that financial decisions rarely happen in isolation.
My job is to look at how everything fits together, ask the questions you may not have considered, and identify gaps and opportunities. Then we’ll build a plan you understand, with ongoing guidance to help you put it into practice.