Katie Waters, CERTIFIED FINANCIAL PLANNER™

Katie graduated from the Terry College of Business at The University of Georgia in 2007 and began her practice at a financial planning firm. She aspired to provide a different type of planning for her clients, one that was more comprehensive and rooted in thorough cashflow planning. As such, she set out on her own in 2011 and founded Stable Waters Financial.

Her process evolved until it became the streamlined system that SWF operates 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 the planning process under the “Process” tab.

The next chapter of SWF will be building out the Advisory and Operations team, so we can distribute our effective planning process to a greater population. We are interested in, and committed to, the development and growth of female financial planners.

Katie resides in Athens, Georgia with her husband Brandon. They enjoy traveling and are always planning their next adventure. Her previous community involvement has included 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, the Salvation Army Women’s Auxiliary in Athens, the Board of Directors of the Junior League of Athens, the Board of Trustees for the Junior League of Athens Endowment, and coordinated the Big Hearts Banquet for Extra Special People, Inc. for five years.

Her clients reside in Georgia, California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Maryland, Maine, Michigan, Missouri, North Carolina, New York, Oregon, Texas and Virginia, but she is open to adding new states if it is a good fit.