I first went to Katie with a pile of papers and confusion of my future retirement and a budget that worked. It was I owe I owe off the work I go! With student debt, working at times 7 days per week. I was on the dreaded hamster wheel. I left Katie’s office encouraged, not discouraged. With a plan in place for retirement and a written budget plan.
Now 3 years later I go yearly for my financial check up. Katie listens to what is important to me and my goals to be debt free. school loan is paid off, car is paid off, retirement plan is in place. Katie you are my blessing from God. I was in need of an order in my finances and when I heard your advertisement on WDCX I could not make that call fast enough to make my first appointment. Thank you Katie for changing my direction and setting me on the right course for my future God speed my friend and many blessings to you, your home and business, Ann Marie
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.