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.
Being proactive can help maximize your benefits and minimize tax time surprises. A
In a world where money matters for everyone, understanding finances is key to