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About Method Financial Planning

Financial Planning That Brings Ease to Your Busy Life When your days are full, it’s easy to feel overwhelmed by financial decisions or worry that you’re missing something important. You want to stay on track, but you don’t have hours to sort through every detail. That’s where Method Financial Planning comes in. We believe your financial life shouldn’t feel complicated or stressful. You deserve clear guidance and a simple plan that helps you feel confident about your future. At Method Financial Planning, we use a steady, organized process that breaks big decisions into small, manageable steps. We help you understand your options, stay prepared, and move forward with ease. The result: a financial life that feels lighter, clearer, and aligned with what matters most to you. Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name Method Financial Planning.

Founded in 2015 by Katie Burke.

Founded
2015
Employees
1 to 10

Leadership

The top of Method Financial Planning's org chart, with how many people report into each leader.

KBPhoto of Katie Burke

Katie Burke

President and Founder

Jobs at Method Financial Planning

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