Kacie Swartz (CFP®, CIMA®)
Kacie Swartz focuses in the
following client markets or areas of practice:
- Divorce Planning
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- LGBTQ+
- Socially Responsible Investments
- Women's Financial Planning Issues
- Divorce Planning
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- LGBTQ+
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
Kacie's particular strength is making the complex manageable. For example, benefit package reviews are her signature: explaining the Dependent Care FSA most parents skip, the 401(k) contribution structure that doesn't match what someone actually needs, the health insurance decision that's been on autopilot for years. Most people leave real value on the table not because they're careless, but because no one has ever walked them through what they actually have. Kacie does that. What she builds for clients is a structure, not a one-time plan. Prioritized by urgency, paced so that momentum builds rather than overwhelms. She works toward one goal for every client: financial confidence based in real data, explained in simple terms. Kacie has been a volunteer financial coach at Dress for Success and volunteer tax preparer with Foundation Communities. The work confirmed something she already believed: there's no such thing as a financial situation too small to take seriously. All of it is money, and all of it deserves attention. .
Additional Information
Kacie Swartz, CIMA®, is a CFP® certificant and Managing Partner of Black Barn Financial, an Austin-based registered investment advisory firm providing fee-only investment management and financial planning. Kacie brings more than two decades of experience in financial planning, benefits optimization, and wealth management, with particular expertise in equity compensation, executive benefits, and life transitions including divorce, inheritance, and career changes. She draws on a reservoir of wisdom to enhance relationships, limit complexity and bring pragmatic next steps. In addition to holding the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations, Kacie is a magna cum laude graduate of Wichita State University with a BBA in Finance.
NAPFA Start Date
October 30, 2013
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