Katie E. Moore

Background

About Katie E. Moore

I am passionate about empowering savvy independent women, and women in transition due to a divorce, the death of a spouse, a career change, or other significant life event, to expand their knowledge and build their confidence regarding money and investing. Many of the women I work with are juggling career and family responsibilities, running a business, making a difference in the communities where they live and work, or all of the above. But in doing so, they often put the goals and objectives of others before their own needs. Women are great at multi-tasking (with a 5 and 6 year old remote learning from home, two cats, a husband and a full-time career, I can relate) but many drop the ball when it comes to preparing for retirement or planning how to best transfer their wealth to the next generation. I can help by first and foremost being a great listener and a caring friend. And ultimately, after understanding and assessing your specific planning needs, provide you with personalized financial and investing guidance, along with clear, actionable advice to help take you from where you are to where you'd like to be. Amazing things happen when women team up. I am here to encourage, inspire and support your desire to become more savvy about your money and your financial future.