Katie Burke, CFP®Katie Burke, CFP® | Founder & President


About: Katie Burke, CFP® is President of Method Financial Planning, a financial planning firm focused on working with busy professionals and Co-Founder of Equita Financial Network, a collaboration of women-led financial planning firms.

Specialties: Katie specializes in helping busy professionals organize and simplify their financial lives. She works with clients to help them clearly understand their current financial situation,

define specific goals and plan for a secure financial future so they can focus on their family, their career and all of the things that matter most.

Quote: “You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.” - Maya Angelou

Connect: Contact Katie at Katie@MethodFinancialPlanning.com or at (215) 534-3440, or visit her website below!