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Katie Lewis (CFP®, MS)

Katie Lewis focuses in the
following client markets or areas of practice:

  • LGBT Couples and Families
  • Medical Professionals
  • Millennials
  • Novice Investors
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Does any of this sound familiar?

You are the breadwinner and decision-maker in your home

You often feel so busy with everything else on your plate, that finances are swept under the rug

The idea of investing your money feels complicated and intimidating, and you aren’t sure where to start

You are ready to have less stress and anxiety around money, with a clear and effective plan of action

Here is how we work together:

Address immediate problems, concerns, or new hopes and dreams.

Create your Vision and Financial Plan

Recommend strategies to improve or maximize savings

Evaluate investment accounts and asset allocation

Identify tax saving opportunities

Review and tweak your budget if needed

Review your estate plan and insurance policies

Discuss any debts or loans and repayment strategies

Additional Information

Katie Lewis is a renowned expert in the field of financial planning. She has assisted many prominent clients across the country in achieving their financial objectives. With over a decade of experience in tax and finance, and as a Certified Financial Planner TM, and Registered Investment Advisor, Katie is widely respected by professional women and business owners. She has delivered speeches on numerous platforms and her insights have been mentioned in financial publications like Investopedia. As a fee-only financial planner, she is capable of helping any working professional struggling with financial overwhelm to achieve a life of flexibility and freedom.

Originally from Austin, TX (Hook’em Horns!), Katie has lived in the beautiful state of Colorado since 2009. When she's not working, you can usually find her hanging outdoors with her kids and dogs, hiking up a mountain, traveling to fun new places, or riding a horse. And there’s always a latte or a prosecco waiting for her somewhere.

You can find her on most social media: LinkedIn: https://www.linkedin.com/in/katie-lewis-cfp%C2%AE-0501aa6/ Youtube: https://www.youtube.com/@TonnFinancialPlanning TikTok: https://www.tiktok.com/@katielewhowtomoney Instagram: https://www.instagram.com/tonnfinancial/

NAPFA Start Date

May 06, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1554 South Zang Court Lakewood, CO 80228 Phone: (303) 847-1075
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