“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.
Coffee with Katie: Financial Date Night
February's topic for Coffee with Katie was centered around how couples manage their family finances. How do you and your spouse communicate about finances? Have you considered a financial date night? Regular check-ins can ensure that you are both on the same page when it comes to the financial health of your family. In this video, Katie discusses three different methods for how family finances are managed (some healthier than others). She also reviews goal-oriented and value-oriented questions to ask your significant other during your next financial date night.Show More
Coffee with Katie: Financial Date Night
February's topic for Coffee with Katie was centered around how couples manage their family finances. How do you and your spouse communicate about [...]
Coffee with Katie: Setting Financial Goals
In this episode, Katie reflects upon the past year and discusses four tips for setting financial goals that are attainable in the new year.
Coffee with Katie: Creating a Framework for Charitable Giving
In this inaugural episode, Katie Brown discusses charitable giving - how to make it rewarding, how to involve your family, and how to create a [...]