YOUR FINANCIAL LIFE

SIMPLIFIED

Confident Delegation for Individuals and Families

Making financial decisions can be complex and overwhelming, especially if you’re not sure where to start. That’s where we come in. We’ll help you simplify your financial life and give you the peace of mind that comes from knowing your finances are in order.

YOUR FINANCIAL LIFE, SIMPLIFIED.

Confident Delegation for Individuals and Families

As Featured In

Our Clients

Who We Serve

From families to retirees, we help individuals and families plan for the future.

When time is not an option

Families & Inviduals

Your personal CFO

Busy Executive

Ensuring the lifestyle you imagined

Living Your Second Act

We focus on financial planning and are dedicated to helping you organize your entire financial picture, from defining the path to reach your financial goals to creating a system of accountability to help you attain financial success and stability. Our financial planning process always starts with you. We take the time to get to know you, including your needs, your concerns and your goals, and use this information to shape a customized and actionable plan that is tailored specifically to you.

What We Do

A Path Forward

OUR PHILOSOPHY

Simplify Your Financial Life, Expand Your Peace of Mind

Getting organized and putting a plan in place for your finances is easier said than done. However, with a little help, it’s absolutely achievable. At Method, we are fiduciaries, meaning that we are committed to providing objective advice and guidance on your entire financial picture. We offer simplified solutions designed to help you identify and achieve your own personal financial goals and, ultimately, achieve peace of mind.

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Years Experience

How We Work

We understand that every client is unique and has different financial goals. That’s why we offer a personalized approach to investment management.

Understanding life's challenges and pleasures

Our Founder

Founder Katie Burke understands firsthand the stress of managing household finances on top of everything else. Her goal is simple; To simplify the financial planning process for busy individuals and families.

Our Services

Make the Most of Your Money

We offer a range of services with a single goal in mind: to help you maximize the impact of your finances.

Financial Planning

Set yourself up to achieve your goals with a comprehensive financial plan.

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Investment Management

Our personalized approach to investment management is as unique as your financial situation.

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FAQs

Find the answers to some of our most frequently asked questions like, "How much do you charge?"

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WE DO THE HEAVY LIFTING

The Method Promise

"As a financial planner, my joy comes from knowing I’ve lifted some of the weight from my clients’ shoulders. I help them to free up time to spend with their family and doing things they love."

YOUR FINANCIAL LIFE

SIMPLIFIED