I first met Katie through the car connection radio show, and was looking for a Christian financial planner to help us out and see our way through the sale of my business and into retirement, which we are now near the end of that process. Katie has done a great job, and helped us to realize our goals.
We were floundering around in our busy lives and she guided us through the information we needed to understand with patience and knowledge of the task at hand.
I couldn’t be happier with the way our whole journey has gone, Thank you Katie.
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.