Katie Berne CFP® Financial Planning Consultant 

I’m Katie, a CERTIFIED FINANCIAL PLANNER® professional with 15+ years of experience helping individuals and families build and preserve wealth. I believe your money should be used with intention to help you design and live a life you love. 

As a wife and mom of three, I know firsthand how challenging it can be to balance financial goals and priorities with the competing demands on your time and attention.

If you want to learn how to make the most of your money and build a future with more freedom and flexibility, you’re in the right place.

This channel provides education and insight about investing, financial planning, and retirement planning for people in their 30's through 50's.