Business Details
11 Years
experience
Your Trusted Financial Planning Partner in Doylestown, PA
Method Financial Planning Financial Planning is a fiduciary financial advisory firm dedicated to simplifying clients' financial lives through personalized planning and investment management. Founded in 2015 by Certified Financial Planner Katie Burke, we specialize in creating customized strategies for individuals, families, and executives. Our approach combines comprehensive financial organization with ongoing guidance, utilizing proprietary tools like MyBlueprint for 24/7 financial oversight. As a woman-led firm and member of Equita Financial Network, we emphasize transparency, tax optimization, and asset allocation while maintaining fee-only independence.With over a decade of industry experience, our team focuses on long-term client relationships, emphasizing emotional stability in financial decision-making and leveraging research-backed investment platforms like Dimensional Fund Advisors. We serve clients across Pennsylvania and beyond, prioritizing accountability and adaptability in evolving financial landscapes.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Optimization
Estate Planning
Details
- Year established: 2015
Highlights and features
- We operate as fiduciaries with no product commissions
- Our CFP professionals have over 10 years of industry experience
- We provide access to proprietary financial organization tools
- We offer personalized investment strategies using research-backed platforms
- We maintain transparent fee-only compensation structures
Associations and certifications
- CFP (Certified Financial Planner)
What people say
Personalized approach
Financial expertise
Effective organization tools
Long-term planning focus
Responsive communication
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps to achieve your financial goals. We analyze your complete financial picture to develop actionable strategies for budgeting, saving, and wealth accumulation. Our planners work continuously with you to adapt strategies as life circumstances change.
Investment Management
We provide personalized investment management using research-backed strategies and Dimensional Fund Advisors platforms. Our approach focuses on tax optimization, risk management, and long-term growth while maintaining transparent fee structures and regular portfolio reviews.
Retirement Planning
Our retirement planning service helps clients achieve their desired lifestyle in retirement. We develop strategies for savings accumulation, income distribution, and tax-efficient withdrawals while considering healthcare costs and longevity factors.
Tax Optimization
We implement strategies to minimize tax liabilities through smart investment positioning, tax-loss harvesting, and coordinated financial planning. Our approach integrates with overall wealth management strategies to maximize after-tax returns.
Estate Planning
Our estate planning service ensures your assets are distributed according to your wishes while minimizing tax implications. We coordinate with legal professionals to create comprehensive plans including wills, trusts, and beneficiary designations.
People
Katie Burke
Founder & President
Certified Financial Planner with over a decade of experience, founded Method Financial Planning in 2015 after recognizing the need for simplified financial solutions. Co-founded Equita Financial Network to support women in financial planning.
Questions
What services does Method Financial Planning offer?
We provide comprehensive financial planning, investment management, retirement planning, tax optimization, and estate planning services tailored to individual client needs.
Are you fiduciaries?
Yes, we operate as fiduciaries with a legal obligation to act in our clients' best interests at all times.
How are your fees structured?
We maintain transparent fee-only structures with no commissions or hidden costs, ensuring complete alignment with client interests.
Do you work with out-of-state clients?
While based in Pennsylvania, we can work with clients in other states through virtual consultations and digital planning tools.
What technology tools do you provide?
Clients receive access to MyBlueprint, our proprietary platform for financial organization, budget management, and document storage.
How often do you review investment portfolios?
We conduct regular portfolio reviews and maintain ongoing communication to ensure investment strategies remain aligned with client goals.
