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Nationally recognized money coach and Candidate for Certified Financial Planner™ Certification.

Virtual Paraplanner • Personal Finance Writer • Money Coach • Speaker • Expert Source

Virtual Paraplanner

I am a virtual paraplanner with a Certificate in Financial Planning from Belmont University. I have extensive knowledge of consumer financial products. This includes in-depth experience with student loans. I am attending FPA Residency in October 2018 and sitting for the CFP® exam in March 2019.

Personal Finance Writer

Need an experienced personal finance writer? I'm a Candidate for CFP® Certification with a background in content marketing. I have the education to tackle complicated topics and experience to make it light and engaging.

Areas of expertise include investing, income taxes, insurance, retirement planning, estate planning, student loans, mortgages, credit cards, education planning, debt, budgeting, credit scores, and behavioral finance.

Dive into my writing portfolio!

Money Coach

Tired of feeling stuck? Bogged down by credit card debt, student loans, or chronic overspending? Ready to build your dream business, but need to clean up your finances first? I want to help.

Not ready for a coach? Start with my free Money Resolutions course!


Looking for a compelling, millennial-focused personal finance presentation or workshop? Let’s craft an engaging program together! I have educated and engaged audiences as a featured speaker and workshop presenter through professional organizations and universities.

Expert Source

Personal finance expert available for print, online, radio, television, and podcasts. Featured in The Wall Street Journal, USA Today, AOL’s Daily Finance, CNNMoney, U.S. News & World Report, Lifehacker, Kiplinger, Mental Floss.

Please visit my full press page.

Sponsored Posts

My readers are 65% women, primarily 25-34 years old, with a desire to improve their financial future. All sponsored posts will be considered on a case-by-case basis.

Please email me at kate {at} to learn more about my services.