Katie Horton (CFP®, CPA®)
Katie Horton focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Generation X
- Hourly
- Middle Income Client Needs
- Millennials
- Retirement Plan Investment Advice
- Cash Flow/Budgets/Credit Issues
- Generation X
- Hourly
- Middle Income Client Needs
- Millennials
- Retirement Plan Investment Advice
Planning Specialties
Financial Cairn provides mostly hourly financial advice on cash flow management, general investment allocation, retirement planning, college planning, debt management and more.
Additional Information
Katie graduated with a Masters degree in Personal Finance in 2011, and has been a financial planner ever since. The first 7 years of her financial planning career were mostly spent working with high net worth clients. In 2019 she founded Financial Cairn with a mission to help people understand their finances and move forward with confidence. Katie is passionate about fee-only financial planning and is currently serving as on NAPFA's West Region Board.
NAPFA Start Date
June 12, 2014