Katie MacDonald, CFP®, CRPC®, CDFA®
Certified Financial Planner
Hi, I'm Katie!
I'm a Certified Financial Planner™ with over 20 years in the financial industry!
Before I started my journey navigating the financial seas, I began my studies in the wellness industry. It was only a short time before I realized this sector wasn't the right fit for what I felt was my goal in life. But one thing I did take away from this learning experience was the joy and clarity I gained from being active and fit.
From my continued interest in staying active, I started to develop a correlation between being physically fit and financially fit. This opened my eyes and allowed me to see just how little people understood the importance of financial fitness.
I then knew where I could inject my passions for learning, teaching, and staying active while making a difference in people's lives. And that is what drove me to develop Financially Fit.
I realized that people often fear their finances because they don't know how to understand them. And by educating them instead of just trying to control their money for them, they can treat their budget like they do their calorie intake and develop healthy financial habits.
I can be their anchor of financial strength and use my years of experience to educate and guide them professionally to know how to make sound, healthy financial choices and truly become Financially Fit.