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….
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:
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…
7 Tech Tips & Tools To Improve Your Life
Smartphones, 4G networks, and widely available wifi have put almost the entirety of human knowledge in our pockets. With all of this technology available at your fingertips, there are so many ways to utilize it within your daily life to make things easier. Here are a few quick tech tips to help you improve your…
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…
Top 5 Tips to Master Being an Entrepreneur as a Single Parent
As if being a single parent wasn’t stressful enough, being an entrepreneur completely changes the game. Balancing daycare, doctor’s visits, and school functions alongside running your business is tough. If you’re already a single parent and small business owner, you know the sum of things and people that need your attention is colossal. Failure to…
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…
