Finding yourself breaking even each month? Don’t have enough cash to handle your bills, your regular spending, and all the important things you want to do in your life? There’s no sugarcoating it: that’s not a fun position to be in with your finances. But there’s also no reason to get down and discouraged because…
Katie E. Moore, CDFA®
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As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education. Katie is a Certified Divorce Financial Analyst and has helped numerous women navigate and thrive following difficult life transitions. A seasoned lead advisor, Katie is passionate about providing unparalleled support and guidance to her clients and building long lasting relationships that encompass her commitment to helping them achieve financial independence. “Amazing things happen when women team up” is truly Katie’s mantra.
Katie has a B.A. in Business Administration & Finance from California State University and is originally from Northern California.
Katie is an active member of her community where she and her husband are raising two beautiful children.
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Recent Articles by Katie:
How A Side Hustle Can Help You Crush Your Debt
Do you feel like you need extra income, but don’t have time for a second job? If you are working full-time, you may feel locked into the schedule that you have. However, that doesn’t mean that you can’t have a secondary job to bring in additional income. We live in a gig economy, and starting…
4 Steps to Buying Your First Home
Buying your first home is a big step. It’s probably one of the biggest assets you’ll ever purchase, and one of the largest debts you’ll ever carry. Yes, there is a lot of paperwork. Yes, there are a lot of details to work out during the home-buying process. But it doesn’t have to be overwhelming….
4 Things to do to Ease Your Financial Worries
We all have them: financial worries that keep us up at night and leave us feeling uneasy about whether we’ll have enough money to do what we want. The things you might worry about most are the things that feel out of your control. Maybe you feel concerned about your job security, or you wish…
Estate Planning Checklist For Young Families
Planning for the future is not always top priority for young families. When you’re wrangling a toddler, planning beyond next Tuesday can feel like an exercise in futility. Estate planning, however, means that if anything happens to you, your family is protected. Having basic documents in place may be able to help you minimize or avoid…
Divorce and QDRO: Protecting Your Finances
It is no secret that getting a divorce can be financially detrimental—especially to women who are divorcing men. Many women experience a lower standard of living after divorce, and about 20% fall to the poverty level. If you haven’t been working outside the home, or have gaps in your work history, it’s especially important to…
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