Meet the K’s
Hi, my name is Katherine!
Katherine spent her 20s, living the paycheck-to-paycheck dream in London, bickering with her super frugal European husband over money. A care-free spender at heart, she traveled the world, obtained her Masters Degree, and summited Mt. Kilimanjaro with student loans on her back. When she and her husband relocated to NYC (newly pregnant) they realized they needed to get their sh%t together and get on the same page now that there would be a tiny human to raise. With nowhere to turn, and no real savings, they discovered Dave Ramsey. Following his advice on emergency funds, removing debt, and retirement planning, Katherine paid off over $40,000 in student loans, had three months’ worth of expenses in an emergency fund, and was maxing out her 401k, all by the time she welcomed her daughter into the world. And before you ask, no, she did not win the lottery or receive a large inheritance! This realization of living debt-free, coupled with concepts like compound interest and how to resist spending on things that do not align with your values, became Katherine’s passion and she loves to talk about it! She has since relocated to the suburbs of Boston where she dons many hats: wife, mom of two kids under age 3, management consultant…all while doing her best to live a minimalist life.
Hey, it’s Katie!
Katie is a local Bostonian, resident 20-something who, despite having a bachelors degree in finance, is still learning a lot of personal finance lessons along the way. Katie started her career in consulting, spending most of her starting salary on concerts, trips and luxe dinners with friends instead of investments and savings. She is a bargain lover at heart but enjoys a little retail therapy as required. Katie was one of the lucky few who attended an out-of-state, private college for undergrad without having to worry about the financial cost. Although she did put her degree to work and now spends her time as a full time worker bee in the finance world, it wasn’t until she decided to pursue an MBA that she realized she had no idea how to fill out a FAFSA nor pay for the part-time classes. Now, over a cup of tea, she’s happy to discuss her growing confidence with student loans, learning to budget a monthly paycheck and maximizing (not maxing out) her credit cards. In the past couple years, Katie has made big moves to set herself up for longer term financial stability, or dare she say it, success. Living in the city isn’t cheap but Katie has learned to live below her means while saving for school, a wedding and still enjoying avocado toast and lattes at brunch on occasion. She is an equal opportunity drinker of red and white wine.
