Meet Katie

Welcome. So glad you are here!

Hi, I’m Katie.

After a nearly 20-year career in the banking industry, l decided to quit the 9-5, follow my heart, and focus my energy to coach clients to be smart with money.

I helped hundreds of clients with both big and small money decisions, and what I realized is that whether you have a little bit of money, or a lot of money, not being able to manage it causes overwhelm and strife.

Even though my technical skills revolve around money and finance, the part that I am most passionate about is the ability to help couples reconnect and get on the same team again with money and in life.

If you want to learn more about my credentials and career, feel free to visit me on LinkedIn.

Here’s the nitty gritty about me as a woman, a wife, a mom and a friend…

I am ambitious and goal oriented. I love coffee, good books, podcasts, and binge-worthy shows. I am a dreamer and a talker. I love to write and journal. I love the beach, sunrises, and an organized home. I love pretty clothes, shoes, and jewelry, as well as sparkling water.

Just a Southern Girl on a Mission!

I grew up in South Louisiana and never thought I would ever call any other place home. Now, a resident of Texas, I continue to ask myself, “if I could design my best life, what would it look like.” No longer do I have to just think about this, I am doing it!

Loving my people and sharing my gifts to help others break barriers and achieve their goals sounds like the perfect day to me. 

I’m glad you are here.

Join my journey, let me join yours. Together, let’s figure it all out!

I want to learn more about you!

How can I help you?

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