Method Financial Planning

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/

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.

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.