Business Details
11 Years
experience
Your Trusted Financial Advisers in Fountainville, PA
We are a fiduciary financial planning firm dedicated to simplifying the financial lives of individuals and families. Since 2015, our team has provided objective, personalized advice rooted in a deep understanding of each client's unique goals and circumstances. As Certified Financial Planners, we combine decades of industry experience with a commitment to transparency and client-centric service. Our approach integrates comprehensive financial planning, strategic investment management, and ongoing support to help clients achieve long-term stability.We leverage cutting-edge tools like MyBLUEPRINT to provide 24/7 access to financial dashboards while maintaining a human-centered advisory process. Our founder's firsthand experience managing household finances informs our empathetic, practical approach to client relationships. Through Equita Financial Network, we maintain access to advanced resources while preserving our independent, fee-only advisory model.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Management
Asset Allocation
Details
- Year established: 2015
Highlights and features
- We operate as fiduciaries with a legal obligation to prioritize client interests
- Our personalized approach adapts to each client's unique financial situation
- Founder holds Certified Financial Planner (CFP) designation since 2015
- Utilize Dimensional Fund Advisors' research-backed investment platform
- Developed proprietary MyBLUEPRINT technology for 24/7 financial visibility
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for achieving personal financial goals. We analyze current financial status, develop actionable plans, and provide ongoing guidance to help clients build wealth and security. Our approach integrates budgeting, goal setting, and risk management strategies tailored to individual circumstances.
Investment Management
We offer personalized investment management using Dimensional Fund Advisors' research-driven platform. Our approach focuses on tax-efficient strategies, cost optimization, and asset allocation tailored to each client's risk tolerance and financial objectives. We continuously monitor and adjust portfolios to maintain alignment with long-term goals.
Retirement Planning
Our retirement planning service helps clients prepare for financial independence at any life stage. We develop customized strategies considering pension options, Social Security optimization, and sustainable withdrawal plans. The service includes scenario modeling to ensure clients can maintain their desired lifestyle throughout retirement years.
Tax Management
We implement proactive tax management strategies to minimize liabilities and maximize investment growth. Our approach includes tax-efficient withdrawal sequencing, capital gains harvesting, and coordination with clients' accounting professionals. We focus on long-term tax optimization within overall financial plans.
Asset Allocation
Our evidence-based asset allocation service creates diversified portfolios aligned with client goals and risk profiles. We combine modern portfolio theory with practical implementation, using low-cost funds and tax-efficient structures. Regular rebalancing ensures continued alignment with strategic objectives.
People
Katie Burke
President and Founder
Certified Financial Planner with 15+ years of industry experience. Founded Method Financial Planning in 2015 after decade in financial services. Co-founder of Equita Financial Network. Specializes in simplifying financial planning for busy families and professionals.
Questions
Do I need to be organized to become a client?
No, we help clients organize their financial information as part of our service.
How can I get started with your services?
Contact us through our website or phone number to schedule an initial consultation.
What financial planning services do you offer?
We provide comprehensive planning including budgeting, goal setting, and retirement strategies.
What investment approach do you use?
We utilize Dimensional Fund Advisors' research-backed investment platform with personalized allocation.
Do you work with remote clients?
Yes, we serve clients nationwide through virtual meetings and digital tools.
Are you a fiduciary financial planner?
Yes, we operate as fiduciaries with a legal obligation to prioritize client interests.
