How We Work

Plan with Confidence

A Dynamic Approach

We understand that your financial situation can—and probably will—change over time. That’s why we offer dynamic financial planning services. Not only do we work closely with you to craft a plan designed specifically for you, but we remain by your side to provide you with the ongoing advice and guidance necessary to ensure that you stay on track to reach your financial goals. 

how we work

Our Working Proccess

Organize

Organize your entire financial picture.

Define

Define the path to reach your financial goals.

Create

Create a system of accountability to help you attain financial success.

Serve

Serve as a trusted advisor to support you every step of the way.

As a client you will have access to our innovative planning solution, MyBlueprint, providing a clear dashboard of your entire financial picture. MyBlueprint and its features, are available when convenient to you (24/7); providing a central location for viewing all of your financial accounts, managing budgets, and the ability to archive your important documents in a secure vault.

YOU ARE IN GOOD HANDS

Meet Your Team

At Method, we are on a mission to simplify and organize the financial lives of our clients by designing and implementing individualized financial plans. 

Katie Burke, CFP®

Founder & President

Equita Financial Network

Institutional Support Network

YOU ARE IN GOOD HANDS

Meet Your Team

At Method, we are on a mission to simplify and organize the financial lives of our clients by designing and implementing individualized financial plans. 

Katie Burke, CFP®

Founder & President

Equita Financial Network

Institutional Support Network

SET YOURSELF UP FOR SUCCESS

Ready to Simplify Your Financial Life?

Schedule a 30-minute meeting to learn how we can help.

GET IN TOUCH

Let's Talk

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Method Financial Planning

Get In Touch