“The right course for my future…”

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.