Personal finance for unusual lives

What do you need clarity on?

I am a fiduciary, advice- and fee-only financial planner with no ongoing retainer, subscription charge, or minimum hours / asset requirements. You choose what you need. Here are some of the most common ways I can help.

A Change

Discuss a specific change or decision you're considering and how to best prepare financially.

Best if you're taking time off work or have seasonal income, navigating a layoff, growing your family, or you're dipping a toe into the digital nomad lifestyle.

Your Process and Systems

Find the right combination of tools to manage your finances securely, dependably, and repeatably (tracking, budgeting, CC rewards, drawdown, insurance, and tax considerations).

Best if you're not happy with your current money management strategies, are combining finances with others, or simply know the right steps, but are struggling to execute.

Create a long-term financial plan to bridge where you are right now with your future.

Best if you have longer-term goals and want help building a holistic path forward, or if you have more complex financial considerations and need a second opinion.

Your Plan

About Katharine

I'm On Your Side

I adhere to strict ethical guidelines and operate as a fiduciary. That means I act in your best interest and put you first (that's not just a promise, it's a legal requirement). I take zero commissions or referral fees, and I am only paid from direct client fees.

I Know the Rules, and I Know When to Break Them

Traditional financial advice is good for traditional lives. That could very well be you, but even if it's not, I'm here to help everyone who might not fit neatly on the page.

Finance and Math Background...

I am a Chartered Financial Consultant (ChFC®, covering applied skills in financial planning). I've spent ten years in banking...and countless years doing math.

...But I Explain Concepts Like a Human

Maybe you're just starting to figure out how to fund a career gap. Maybe you're flirting with income limits for healthcare and need a sense check. Or, maybe you do mega backdoor conversions and fund your employer portion of a Keogh from a side project. I've handled it all, and I love demystifying money.

Lived Experience

I had to do this all myself. I've balanced 10+ years of W2 + 1099 income, managed my restricted stock, worked in 5 states and 1 territory (so far), negotiated a sabbatical, moved seasonally, and flew for free (excl. taxes) for 4 years thanks to credit card points. I'd love to give you the benefit of that experience.

Satisfaction Guarantee

Not happy after a session? Let me know how to make it right, and if I can't, I'll refund you (less merchant processing fees).