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Woodland Path

Personalized Financial Coaching Services

Share Your Financial Mental Load

For When You Don't Know Where To Begin With Your Finances

With a Financial Picture, you get a clear detailed view of where all your money is going and learn opportunities to direct it toward the life you want. 

Financial Picture Money Map

​Get an easy-to-understand visual of your:

  • Cash Flow & Net Worth

  • Spending Categories & Trends

  • Debt Payoff Plans

  • Security Funds

  • Insurance Coverage Review

  • Estate Planning

  • Retirement Planning

  • Tax Bracket Insight

  • Saving for Short & Long-Term Goals

Outcomes of having your Financial Picture may include:

  • Peace of mind

  • Confidence to make financial decisions 

  • Being able to share the mental load

  • Moving from shame to excitement when you think about money

  • Pride in feeling more responsible with your finances

  • Possibly even fun!

What Our Clients Are Saying

Dual-Income Millennial Parents Who Want to Make More Informed Decisions

"Katie’s thoroughness, openness, and expertise gave us a clear understanding of our finances, greater confidence in making money-related decisions, and a solid action plan. The return on this investment has been immediate, and we’re so grateful for her coaching!"

High-Earning Professional Learning to Live Within Her Means

"Sorry, but you're never getting away from me now. THANK YOU!!"

Real Estate Investor Looking for More Financial Control

"What I appreciate most is that her advice is tailored to me, and her business structure means there’s no incentive for her to push one option over another. It feels like truly unbiased guidance, which is so rare, and I very much appreciated after I had other advisors try to push me toward options that were not a match with my strategy. I 100% recommend Katie to anyone looking for a thoughtful and reliable financial advisor!"
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