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At the Heart of Things

At The Heart of Finance, we offer a distinct approach to financial education to harmonize your fiscal goals with your emotional well-being. Our specialized outlook combines traditional financial best practices with the psychological concept of the "Wise Mind". Here you can learn strategies to address both your financial and emotional needs.

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Meet Your Host!

With 10 years of experience, Katie Kimball Dyer is more than a financial advisor, she's a passionate advocate for women and LGBTQ+ financial empowerment. As a proud community member, she brings personal understanding to her work, recognizing money intertwines with emotions, aspirations, and unique life journeys. She specializes in working with women, LGBTQ+, and Business Owners.

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Katie, is more than an advisor—she is an advocate dedicated to everyone's financial journey. As an independent advisor, Katie is not tied to any specific products or companies. Through this podcast and website, she will be providing general financial education. 

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Beyond her practice, Katie volunteers at NAGLY, an LGBTQ+ youth center, offering free financial workshops. She is on multiple charity boards, and part of volunteer cores for multiple organizations. She and her wife Sarah have 3 godchildren and many much-loved nieces and nephews. They love to go to sporting events for all Boston teams, attending all types of concerts from classical music to Blink 182 to Fleetwood Mac. They also love to travel and dream of having a home full of dogs one day.

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© 2023 The Heart of Finance. All rights reserved.

 

™ All trademarks, service marks, trade names, logos, and brand identities (collectively "Marks") used herein are the property of The Heart of Finance, whether or not they are registered. These Marks may not be reproduced, copied, imitated, or used in whole or in part without the prior written consent of the trademark owner. The Heart of Finance actively protects its intellectual property rights to the fullest extent permitted by law. Unauthorized use of our trademarks may constitute trademark infringement and could result in legal action.

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Securities offered through LPL financial, member FINRA/SIPC. Investment advice offered through Gateway Wealth Partners, a Registered Investment Advisor. Gateway Financial Partners and Gateway Wealth Partners are separate entities from LPL Financial. 

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The opinions voiced by The Heart of Finance in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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