KACIE SWARTZ CFP®, CIMA®

empowerment through personal financial planning

empowerment through personal financial planning empowerment through personal financial planning empowerment through personal financial planning
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  • About Kacie
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    • Home
    • Financial Independence
    • Bag Lady Syndrome
    • About Kacie

empowerment through personal financial planning

empowerment through personal financial planning empowerment through personal financial planning empowerment through personal financial planning
  • Home
  • Financial Independence
  • Bag Lady Syndrome
  • About Kacie

What is financial independence?

Financial independence comes from understanding your own personal financial picture and feeling confident in your financial literacy.

The cheeky answer is that you reach "FU" money when you are not financially dependent on a particular job, partner or location. 

To further your journey to financial empowerment, below are links to Kacie's most recent speaking engagements.  Enjoy!

financial planning basics

Kacie hosts a webinar to share the basics of building a personal financial plan.

Sustainable Investing 101

Kacie shares what you need to know about sustainable investing.

Mental Accounting creates self-shame

mental accounting

Kacie explains how mental accounting can create unnecessary self-shame around money.

Women on the Verge of a Financial Breakthrough podcast.

women on the verge

Kacie joined the Women on the verge of a Financial Breakthrough to discuss the various kinds of insurance out there.

AUSTIN WOMENS INVESTING GROUP

Kacie is an organizer for the amazing and FREE Austin Women's Investing Group.

how to buy a car

Kacie joins Caitlin & Sara to chat about how NOT to overcomplicate the car buying process.

Copyright © 2025 Kacie Swartz, CFP(R), CIMA(R)

 

Investment advisory services offered through Black Barn Financial, a registered investment adviser.

This site is published for residents of the United States only. 

Investment advisors may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. For additional information, please contact Kacie.

Past performance does not guarantee future results.

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