Are you earning six figures, but you don’t know where your money is going?

Now is the time to create the financial freedom you desire! You are in the right place, because I know the way!

Who is Katie?

 I am a Certified Public Accountant.

 I am a Certified Money Coach.

 I have a Bachelor’s Degree in Accounting From

St. Michael’s College in Burlington, VT.

 I have over 15 years of helping families create financial freedom.




I started my career working with KPMG, one of the most reputable international accounting firms, and by the time I was 28, I started my own firm and was earning six figures.

Being a CPA, I knew all the financial rules I was supposed to follow to be “financially successful”, but that didn’t leave me immune from financial disaster.

When I was struggling financially, I suddenly learned the pain, fear and shame that accompanies financial problems. I would frequently throw the bills in a box or a drawer and not look at them. I would decide on an arbitrary amount to pay based on what I could afford which led to late fees and bank fees. I just couldn’t bring myself to face what was on those statements. I was afraid to face the reality – it felt so overwhelming.

This all changed the day I couldn’t rent a car for a business trip. I got angry and I realized I couldn’t live like this anymore. I knew I had to make changes in my life.

That night, I spread out all my bills all over my bed. I had to face them and figure out how much I owed on my credit cards and what my monthly bills were.

I decided that I would completely turn my life around in 2 years or less!

I realized that in order to turn my financial life around I couldn’t just organize my finances into a system, but I also had to shift my mindset.

I decided that I get to create my own definition of financial success and to be financially successful on my own terms I needed to live a life that is aligned with my values.

My financial success is defined by…

What is important to me?
What brings me joy?
What motivates me each day?

Living a life based on my values fulfills me and creates financial freedom.

When I determine what is important to me, I stop spending money on things that don’t bring joy into my life and this allowed me to create financial independence and freedom in less than 2 years!

Financial independence and freedom starts with knowing what you value and then putting your resources to work to fulfill this vision!

Let’s take the stress and guilt out of money and make it joyful!

You’re too valuable to not do this for yourself!