WHO WE ARE
INDEPENDENT
Method Financial Planning is a Registered Investment Advisor (RIA). We work only for our clients and have a fiduciary duty to act in their best interest. We exemplify this client centric approach through every facet of our business.
TRUSTED ADVISORS
As a fee-only financial planning firm, Method, is committed to providing objective advice and guidance on your entire financial picture. We do not receive compensation outside of the client/advisor relationship, and provide advice with no other incentive but to help you to identify and achieve your own personal financial goals. We offer unparalleled peace of mind by designing and implementing individualized financial plans regardless of where your investment and financial accounts reside.
INDUSTRY LEADING PROFESSIONALS
CERTIFIED FINANCIAL PLANNER™ professionals must complete extensive training and experience requirements and be held continuously to rigorous ethical standards. They must adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Only 20 percent of all financial advisors hold a CFP® designation. (Source: www.cfp.net)
Katie Burke, CFP®
As a mom and a wife, I appreciate the challenges busy professionals and young families face, and understand the stress that comes with handling household finances.
After beginning my career on the institutional side at T.Rowe Price, I realized my love for finance, but I wanted the ability to also work directly with the clients we served. In 2006 I transitioned to the wealth management side of the business and joined the client service team at Bernstein Wealth Management working with high-net worth individuals and families. After four years at a Wall Street firm I was given the opportunity to help launch a Registered Investment Advisor (RIA) firm, Delphi Private Advisors, where I headed the financial planning efforts of the firm and focused on delivering exceptional results for families and individual investors.
In our free time my husband and I enjoy traveling and spending time with our two very energetic boys, Parker and Ashton, and our boxer, Roxy.
WHAT WE DO
Our planning process starts with you. Together we will shape your financial future by building a customized plan and action list based on your needs, concerns and goals. We focus exclusively on financial planning and offer the following services:
- Investment Analysis
- Retirement Planning
- Risk Analysis
- Education Planning
- Tax Management
- Estate Planning
- Hourly consulting is also available for items such as planning to purchase your first home, setting budgets, creating and maintaining investment accounts and maximizing your benefits at work.
As a client you will have access to a leading edge planning solution, My BLUEPRINT, providing you a clear dashboard of your entire financial picture. Your personalized dashboard is available on your schedule (24/7) and gives you access to a central location to view all of your financial accounts, create and manage budgets, utilize planning tools and save all of your important documents in a secure vault.