About

Katie is a Certified Financial Planner™ with over 20 years in the financial industry! She received a Bachelor of Science degree from Bridgewater State University and received her certificate in Financial Planning from Boston University. In 2018, Katie founded MacDonald Wealth Management, LLC, which is a Registered Investment Advisory firm in Mansfield, Massachusetts. Katie offers a personal approach with clients, building relationships that make clients comfortable recommending her to their friends and family. Katie prides herself on her work ethic and strict moral standard.

 

In 2020, because of the COVID pandemic, Katie formed Financially Fit with Katie a financial education platform. As she witnessed individuals go through financial challenges and struggles, she felt guided to provide individuals with financial tips and strategies to help them navigate their lives and finally take charge of their financial future. Financially Fit’s signature program, The SAVE Method was launched in December 2022.

 

Katie is a Certified Financial Planner Professional (CFP®), Chartered Retirement Planning Counselor (CRPC®), Certified Divorce Financial Analyst (CDFA®), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™), and NFLPA Registered Player Financial Advisor.

 

Katie resides in Taunton, and she enjoys giving back to her community by supporting local charities that raise funds for college scholarships and local summer programs for boys and girls. Also, she enjoys spending time in nature whether it is at the beach, a lake, or going on a trail walk but most importantly she enjoys spending time with her family.