“Caring, authentic, trust-worthy, honest, and beyond gifted…”

Katie has been such a blessing in my life and in the lives of my family and friends. She is caring, authentic, trust-worthy, honest, and beyond gifted with the knowledge and know-how to help others live their life and plan for their future. If it wasn’t for Katie, I’m not sure where we would be financially. She’s told us things we would never have know to do, to save us money, plan for the future and even tap into. You don’t know what you don’t know, and you can’t manage what you don’t measure!

Her no-judgment zone and way of helping people is exactly what is needed in today’s world.

Her expertise has landed her a monthly segment on my radio show The Raw Truth on WDCX Radio worldwide, and we can’t get enough of her knowledge and advice.

I would trust Katie with my life, and that’s The Raw Truth!

This statement is a testimonial by a client of Katie Weibel, CFP®, MBA, CDFA® as of 1/3/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.