Hi, I’m Katie, founder of Money Pilot Financial Advisor. Growing up money was tight, but my family was always open about it. I learned to dream, prioritize, save, and spend on the things we valued most in life. I remember we all wanted to go on a vacation to Florida. Mom said my brothers and I would need to raise the gas money for us to afford the trip. Over the next year we skipped dessert at school lunches, worked odd jobs, and stashed away birthday money. We did it! The day we left, Mom gave me all the trip money and put me in charge of spending. On the two-day drive down, I quickly learned skills to help my family make money decisions despite competing goals and personalities. And I loved it.
After I finished ROTC and joined the Army, these skills helped me cope and succeed through all the worldwide moves, deployments, career and life decisions that go with the military. I served for 25 years as a troop leader, Black Hawk helicopter pilot, and China Foreign Area Officer. After retiring, I really missed serving and caring for soldiers and their families. So, I used my GI Bill to go back to school for a master’s degree in Finance and become a Certified Financial Planner candidate.
Today I’m passionate about working with servicemembers and their families to help them take charge of their money and make confident life decisions. Together we explore what’s important to you, where you want to go in life, the challenges, and what your options are. Then with you in the pilot seat, we build a plan to help you live your best life. Then as life changes or throws you a curve, I’m right there with you to adjust and adapt. Reach out and let’s do this – together.
Schedule a Free Consultation
Katie Cannon, CFP®
Money Pilot Advisor, LLC
Radiant, VA 22732
540-407-4064
www.moneypilotadvisor.com