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.
- Fill out the form below to receive your free assessment right in your inbox.
- 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.