Schedule Your Review

Schedule Your Review With Katie

You’ll also receive a complimentary Money Type Assessment to help you discover your money type, its core characteristics, and how to grow in financial well-being.

  1. Fill out the form below to receive your free assessment right in your inbox.
  2. You will then be redirected to Katie’s calendar where you can schedule a 30-minute Phone Call to begin discussing your Financial Plan at a time that is convenient for you. If you don’t schedule a call, Katie will reach out to you based on the Best Day/Time you submit.
Best Time of Day to Reach You(Required)