Where will your life take you?
Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open.
You’re a service member or federal employee looking for a copilot to help you navigate the best path for your dream life. You want knowledge, options, and confidence to make your financial life decisions. Where you are, when you want.
Cash Flow and Debt Management: Review of your income and expenses with advice on prioritizing solutions to meet your financial needs and goals.
Education: Resources and saving options for you and your family.
Employee Benefits: Analysis of whether you are taking the maximum advantage possible of your employee benefits.
Estate Planning: Planning for your end of life, such as health care decisions, a will, powers of attorney, care of your spouse and/or children, and minimize or avoid future estate taxes.
Financial Goals: I will help you envision your financial life goals and develop a plan to reach them, including resources, time, and budget.
Insurance: Review of existing policies to ensure proper coverage for life, health, disability, long-term
care, liability, home, and automobile.
Investment Analysis: Develop an asset allocation strategy to meet your financial goals and risk tolerance and provide information on investment vehicles and strategies.
Retirement Planning: Projections of your likelihood of achieving your financial goals, focusing on financial independence. If necessary, adjust certain variables such as working longer, saving more, spending less, or taking more risk with investments.
Risk Management: Analysis of major risks such as premature death, disability, property and casualty losses, or the need for long-term care planning. Advise on ways to minimize such risks and insurance recommendations.
Tax Planning Strategies: Advise on ways to minimize current and future income taxes as a part of your overall financial planning picture.
Saint Joseph’s University, Master of Science in Finance
Harvard University, Master of Arts in East Asian Studies
University of Findlay, Bachelor of Arts in Equine Management
I am Certified Financial Planner (CFP) candidate, the gold standard of financial planning. My finance degree fulfilled the education requirement and I passed the CFP exam in March 2021.
My military career took me to assignments in Germany, Korea, Iraq, Afghanistan, and China. Now I love to ride my horse and travel . This is me tackling a volcano in Vanuatu.
Where will your dream life take you?
More about Katie
Proud member of Military Financial Advisors Association!
WHO: Military Servicemembers, Veterans, and their Families searching for genuine financial advice.
WHAT: Building your financial plan with a professional who understands military pay, benefits, and ‘the life’.
WHY: To make the most of your resources and opportunities so that you can live your best life!
Genuine. Affordable. Fiduciary Financial Advice.
XY Planning Network Member! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.
NAPFA Member. For over 36 years NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.