FinPath Coaching Page – Katie | FinPath Financial Wellness

Hi! 👋
I’m Katie!

I can’t wait to meet and make a plan together.

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Katie Wright, AFC®, CPFC

Financial Coach

737-304-7604

kwright@finpathwellness.com

Background

Katherine “Katie” Wright is a Financial Coach at FinPath, a mom of two, and a proud Military Wife with over a decade of experience in the financial industry. Having overcome $123,000 in non-mortgage debt with her husband, Katie understands the profound impact financial decisions have on families.

She specializes in simplifying complex financial concepts into relatable metaphors, helping clients reprioritize spending without shame. Katie empowers people to move out of survival mode, improve credit scores, and achieve milestones like student loan forgiveness.

An Accredited Financial Counselor with a BS in Business Finance from Capella University, Katie is passionate about helping clients reclaim confidence and build secure financial futures.

Area of Expertise

Facing Your Student Loans Investments Creating a budget that sticks Home Buying Creating a plan for saving Working toward a debt-free life Providing helpful resources

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Q&A with Katie

What’s been your favorite part of financial coaching with FinPath?

I love connecting with people. Participants are hardworking, fully deserving people who are great at many things – just not money (and that’s okay!). I love working alongside people to simplify a complex topic into something that makes them say: “Wow, that actually makes sense!”.

What’s been your favorite part of financial coaching with FinPath?

I love connecting with clients and seeing them not only excited about achieving their goals, but excited to set up their next goal they want to accomplish!

What are the most common financial challenges you help clients with?

How to deal with life’s curveballs. Spending plans are simple enough to make, but they only show you a moment in time. I show people how to work through unexpected twists and turns, while sticking to a plan, everyday.

What are the most common financial challenges you help clients with?

Each person is different, but almost every situation starts with a spending plan as a solid foundation. It’s not about cutting back spending as much as it is about planning where your cash outflows go to.

What adjective best describe you when it comes to finances?

Artistic! I know they sound like opposites, but we all have opposing forces within us that can make dealing with money stressful. I like to talk about money in a creative way that paints a beautiful picture, using many different techniques.

What adjective best describe you when it comes to finances?

Responsible, compassionate, goal-oriented, resourceful, and savvy.

Besides financial coaching, what are your other passions?

Reading, travel, family, faith, art, and just the right amount of caffeine – not always in that order!

Besides financial coaching, what are your other passions?

Traveling and spending time with family!

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