Katie Burke (CFP®)

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

AUM

Cash Flow/Budgets/Credit Issues

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

I started Method in 2015 after over a decade working in financial services when I realized that there was a better way to offer clients simpler, more effective solutions to achieve their financial goals, by focusing on what is important to you, the client. My experience gives me the knowledge my clients trust and the personalized service they receive at Method gives my clients the service experience they deserve.

As a wife, mother and business owner I understand the stress of managing the household finances on top of everything else on your never ending list of things to do. My goal is to simplify this process and help clients take control of their finances and feel empowered to make good financial decisions.

I am so passionate about my work and the relationships that I have with my clients that in 2018 I co-founded Equita Financial Network, a collaboration of women-led planning firms to help attract, support and retain women in the financial planning profession. I am also a mentor through the CFP® Board to support others through the process of obtaining the CFP® certification.

Additional Information

If I can find some free time after chasing after my two sons, Parker (5) and Ashton (3) I like to spend my time running, reading, getting together with family and planning (I can’t help it – I am built to plan!) with my husband, Ryan, for whatever is next.