Kates Financial Services

I'm a Money Strategist who helps entrepreneurs create a financial strategy so they can experience sustainable growth in their business!
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You Can Stay On A Budget Pay Off Debt Achieve Your Goals Obtain Financial Freedom

You Can

Live Financially Free

Being able to connect personal finance with helping people achieve financial independence is an awesome experience. Check out my tips and tricks from budgeting to paying off debt!

What Clients Are Saying

My biggest win from the budgeting course was knowing how to read my credit report and how to manage my debt to improve my credit and having a clear plan of what my next steps to better credit are
-JO
I feel like i just learned a whole semester worth of stuff from our call!
-JM
My biggest win was feeling in control of my finances. Knowing my weak spots and learning how to adjust a budget
Budget Course Graduate
Thank you for being so helpful and staying on top of answering our questions or finding the answers! You are truly awesome at what you do!
-CH
It's helped me so much!...Probably the best and most applicable program I've taken. Everybody needs to learn what you teach, everybody
-FP
We just paid off our first credit card and have $1500 in savings!
-CH
Okay I'm going to pay my car off this weekend! That will free up $200 a month to put towards student loans!
-KT
It's official. Victoria Secret credit card is paid off!
-LW
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About Me

Hi! I’m Katelyn, owner of Kate’s Financial Services and creator of @budgeting_with_kate. I’m passionate about helping others understand how to make your money work FOR you.
 
In 2016 I graduated from college with an accounting and business management degree. I also worked hard through those four years to graduate college Debt Free! 
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Kates Financial Services

Spend More Time on Growth

As your small business grows, your time becomes more valuable
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Detailed Reports

Providing in-depth monthly reports so you have your thumb on the pulse of your business
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Its the little things...

Accuracy is crucial when it comes to knowing the financial health of your business
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De-clutter your Balance Sheet

De-clutter your books! Have real time information at your finger tips
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Contact Me Today!

Are you ready to hire a bookkeeper?
Book Now!

Money Made Simple

What You Will Need

Are you tired of wondering where your money went? Or feeling unorganized with your personal finances? This course will put you on the fast track to getting answers and hitting BIG goals. However, it is not for the faint of heart. This is the accountability you need to finally meet your goals

What You Will Learn

The clients that have walked through my budgeting course learn HOW to escalate getting out of debt, they learn discipline to create their dream savings, and we do this by creating a rock solid budget. 

What You Will Acheive

Students have shortened their debt payoff time by 6 mo-7 years and know exactly where every dollar is going by tracking their spending. This is NOT a get rich quick plan. This a disciplined approach for long term wealth.

Im Ready!

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Let's Work Together!

Any questions or business opportunities? Don’t hesitate to reach out, I’m excited to hear what you have to say!