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…
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:
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…
What Should Happen to The Home if You Divorce?
Divorce brings a multitude of changes to your life. One of the most obvious changes is a new living arrangement. You and your soon-to-be ex will now be living separately—so who stays in the home and who goes? What should you do? As you work through the terms of you divorce agreement, consider these things…
How to Ask For a Raise And Get Paid What You’re Worth
You have been working really hard. You know that you deserve more than what you are currently making at your job. But where do you go from here? How do you go about asking for a raise to get paid what you’re worth? Here are a few tips to keep in mind to help you…
How Much Money Is Enough To Retire?
If you ask ten different people how much money is enough to retire, you can expect ten different answers. That’s not necessarily a bad thing, as the idea of what makes a comfortable or good retirement varies based on personal goals and preferences. The truth is, there’s no magic number that will serve as a…
