Method Financial Planning

Financial planning is more than picking investments. Here’s a look at what a full financial strategy at Method actually covers 👆

We offer two core services that work together: 
comprehensive financial planning and investment portfolio management

Most of our clients receive both because the plan and the investments should always be working in the same direction.

We’re a fee-only, fiduciary firm, which means we get paid by you- not by commissions. 
Every recommendation we make is because it’s right for your situation.

If you’re curious what financial support could look like for your life, link in bio to start the conversation.

We have a new website- and we’re so excited to finally share it! 🎉
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It’s the same Method you know: calm, clear, and focused entirely on making your financial life feel lighter. We just gave it a home that finally reflects that a la Bethany Works®
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📲 Swipe through for a look at what’s inside
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And if you’ve been meaning to reach out, now’s the time
methodfinancialplanning.com

It’s been a while, so let me reintroduce myself- and share a little of the story behind Method Financial Planning.
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I’m Katie Burke, CFP® and founder of Method. I’ve spent more than two decades helping families and professionals get clarity and confidence in their financial lives. But the reason I do this work goes beyond credentials.
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I started my career in financial services and quickly saw a gap:
People with full, complicated lives who needed real guidance- not a generic plan or a binder full of paperwork they’d never open. They needed someone who would actually listen, break things down, and show up consistently.
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So in 2015, I started Method Financial Planning with exactly that in mind.
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My approach is shaped by my professional training and by my own life. I’m a wife and mom. My Google calendar doesn’t see a lot of white space. And we’ve faced our own unexpected life-changing events- including my husband’s serious illness, which meant I took on more overnight than I ever anticipated.
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I understand what it feels like to carry the weight of big decisions during an uncertain season. And I carry that understanding into every client relationship I have.
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If you’ve been looking for a financial planner who gets it- your life, goals, and pace- I’d love to connect.
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https://www.methodfinancialplanning.com/

The holiday season brings joy, connection, and celebration, but it can also bring financial stress if we're not mindful. Between gifts, travel, gatherings, and year-end giving, expenses can quickly add up and derail even the most carefully planned budget. The good news? With a little preparation and intention, you can enjoy the holidays without the financial hangover in January.

One way to help your finances? Look for meaningful ways to celebrate that don't center entirely on spending, like hosting a potluck dinner instead of dining out, or giving experiences and homemade gifts instead of expensive purchases.

We believe the holidays should strengthen your financial foundation, not weaken it. By planning ahead and staying intentional with your spending, you can create lasting memories without sacrificing your financial goals.

Does managing your finances ever feel like trying to solve a puzzle with missing pieces? It's easy to feel overwhelmed by the sheer complexity of it all. Many people find themselves spending more time worrying about their money than actually enjoying the life they're working so hard to build.

Our entire philosophy centers on one powerful idea: simplifying your financial life so you can focus on what truly matters. We act as your dedicated personal CFO, bringing all the scattered pieces of your financial picture together into one cohesive, organized plan.

We handle the complexity, the monitoring, the adjustments, and the strategic planning so you don't have to. The result? You gain back precious time, reduce financial stress, and move forward with clarity and confidence.

When it comes to investing, there's no universal approach. Your investment strategy should be as unique as you are, reflecting your specific goals, risk tolerance, timeline, and life circumstances. Yet too many people end up with cookie-cutter portfolios that don't truly align with their personal situation or financial objectives.

At Method Financial Planning, we believe successful investing starts with understanding you first. We take the time to learn about your short-term needs and long-term dreams, your comfort level with market fluctuations, and how your investments fit into your complete financial picture.

Once we understand your full story, we create a personalized investment strategy designed specifically for your journey. Our goal isn't to chase the hottest trends or promise unrealistic returns. It’s all about building a disciplined, diversified approach that helps you reach your goals with confidence.

Life insurance often feels like an uncomfortable topic, one we'd rather postpone for another day. But protecting your family's financial future is one of the most important decisions you can make, and understanding your options doesn't have to be overwhelming.

Whether you're a young parent building your family, a busy professional with growing responsibilities, or someone approaching retirement, having the right coverage ensures your loved ones are protected if the unexpected happens. Life insurance can replace lost income, pay off debts like mortgages or student loans, cover funeral expenses, and provide financial stability during an already difficult time.

The key is matching your coverage to your unique situation. We aim to help you evaluate your needs, compare options, and integrate life insurance thoughtfully into your comprehensive financial plan.

As you gather around your Thanksgiving table with loved ones, we hope your day is filled with warmth, gratitude, and plenty of good food. It's a wonderful time to reflect on what matters most: family, health, and the blessings we sometimes take for granted.

We're grateful for the trust our clients place in us and the opportunity to help families build secure, confident futures. Just as Thanksgiving brings everyone together, good financial planning brings all the pieces of your financial life into harmony. We're thankful to be part of your journey toward financial peace of mind.

Wishing you and your family a Happy Thanksgiving filled with joy, laughter, and moments worth savoring!