Katie Burke started Method in 2015 after working in financial services for over a decade. After gaining ample experience learning the ins and outs of the industry, she decided to start her own firm rooted in the belief that focusing on each client’s individual needs and priorities leads to simpler and more effective solutions to help them achieve their financial goals.
As a wife, mother and business owner herself, she 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, ultimately helping clients feel empowered to take control of their finances and make smart financial decisions that will serve them in both the present and future.
In addition to heading up Method, Katie’s passion for financial services led her to co-found Equita Financial Network, a collaboration of women-led planning firms that seek to attract, support and retain women in the financial planning profession, in 2018. She is also a mentor through the CFP® Board, and works to support others through the process of obtaining the CFP® certification.
If she can find some free time after chasing around her two sons, Parker (8) and Ashton (6), she likes to spend her time running, reading, getting together with family, and planning (she can’t help it – she is built to plan!) with her husband, Ryan, for whatever is next.
We are pleased to be a member of Equita Financial Network, a Fee-Only Registered Investment Advisor. Founded by women to support women to thrive in the financial services industry, Equita provides top-notch resources to run a high-quality financial planning firm.
Through Equita, we have access to a network of finance professionals, business coaching, efficient technology and marketing services, compliance coverage, Errors and Omissions Insurance, and portfolio management solutions, including custodial relationships with TD Ameritrade and Charles Schwab. These partners have been carefully selected to meet the demands of high-functioning RIA firms so that our clients can rest assured that they are in good hands.
You may have been appointed executor of a friend’s or relative’s estate. What
Many of us wait until the end of the year to start looking
Your Financial Life, Simplified.
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Method Financial Planning, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Your Financial Life, Simplified.
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Method Financial Planning, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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