Katie has been a community banker for 30 years and counting. She founded 50 Bar Financial Coaching as a way to better serve individuals she’s met along the way that are seeking guidance through life’s windfalls and curveballs. She earned both her Bachelor of Science and Master of Science degrees in Finance from Sam Houston State University, and has dedicated her career to helping individuals, investors and small business owners grow and protect their assets.  She is a member of AFCPE ® and actively pursuing her Accredited Financial Counselor designation.

 

She serves on the Board of Entryway Houston where she provides pro bono financial literacy to participants looking for a hand-up to a more economically stable future. She’s also an avid SCUBA diver and Instructor, so coaching is in her DNA. She coaches with warmth, acceptance, and zero judgment, pairing practical systems and advice with the kind of steady accountability that allows her clients to take control of their financial future.

 

She works with individuals, couples, and self-employed clients on budgeting, debt management, irregular income, and savings goals. Her aim is to demystify finances and equip you with the knowledge and confidence to make informed decisions that will lead to financial independence.

 

She realizes that financial habits do not happen overnight, and neither does changing them. But being aware of why we feel the way we do about spending, saving, and earning is a great first step.

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This service is coaching, not sales. We do not sell any financial products and do not earn anything from what you do with your hard-earned money.