Method Financial Planning Financial

At Method Financial Planning, our mission is to simplify your financial life and give you the peace of mind that comes from knowing your finances are in order. We understand that making financial decisions can be complex and overwhelming, especially if you're not sure where to start. That's where we come in. Our team of experienced financial planners will work with you to create a customized plan that aligns with your unique goals and needs.

Our Philosophy

Our philosophy is centered around simplifying your financial life and expanding your peace of mind. We believe that getting organized and putting a plan in place for your finances is easier said than done, but with a little help, it's absolutely achievable. As fiduciaries, 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.

Our Services

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

• Financial Planning: We'll help you set yourself up to achieve your goals with a comprehensive financial plan.
• Investment Management: Our personalized approach to investment management is as unique as your financial situation.

How We Work

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

Our Team

Our 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. With years of experience and a passion for helping others, our team is dedicated to providing exceptional service and guidance to our clients.

Insights

Stay up-to-date with the latest news and insights from our team of experts. Our blog features articles on a range of topics related to financial planning, investment management, and more. From understanding insurance needs to launching financially fit college students, we've got you covered.