Katie Waters, CERTIFIED FINANCIAL PLANNER™
I reside in Athens, Georgia and many of my clients reside in Atlanta or the metro Atlanta area. I also have clients in California, Connecticut, Florida, Michigan, New York, Texas and Virginia. After graduating from the University of Georgia in 2007, I joined a financial planning firm in Atlanta and began building my practice. It did not take long to realize that the type of planning I aspired to provide for my clients differed from the traditional planning firm model which places all emphasis on assets coming in the door and very little emphasis on cashflow planning.
In 2011 I set out on my own andfounded Stable Waters Financial, a comprehensive financial planning firm. My process evolved until it became the streamlined system that I operate today, which begins with an intensive cashflow and behavioral finance analysis in order to create or reshape good financial habits. You can read more about my process under “The Process” tab.
My husband Brandon and I enjoy traveling and are always planning our next adventure. My previous community involvement includes the Women of UGA planning committee, volunteering in patient feeding at the Shepherd Center, Junior Committee at Shepherd Center, serving as an officer on the Board of Directors of the Atlanta 2 Day Walk for Breast Cancer, Salvation Army Women’s Auxiliary in Athens . Currently I have been elected to serve as the Treasurer to the Board of Directors of the Junior League of Athens and also volunteer to coordinate the Big Hearts Banquet for Extra Special People, Inc.
Please be advised that presently Katie Waters holds series 6 and 65 licenses in CA, CT, FL, GA, MI, NY, TX, and VA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.