Making Your Money Work Together with Kacie Swartz | Austin Women's Investing Group | Oct 2026
Austin Women's Investing Group
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Making Your Money Work Together with Kacie Swartz | Austin Women's Investing Group | Oct 2026
8 просмотров · 7 дн. назад
Austin Women's Investing Group
317 подписчиков
8 просмотров · 7 дн. назад
You’ve built the foundation. So, what comes next?
Join Kacie for a practical look at how your investments, taxes, cash flow, and bigger financial goals can work together instead of operating in separate silos.
We’ll explore ways to spot unnecessary tax leaks, make smarter decisions about where your money goes, and create a more coordinated financial strategy so every piece of your financial life is working toward the same goals
Kacie Swartz, CIMA®, is a CFP® certificant and is Managing Partner of Black Barn Financial, a fee-only registered investment advisory firm in Austin, Texas. She leads financial planning with more than twenty years of experience in wealth management, benefits optimization, and equity compensation. Kacie is a spokesperson for the CFP® Board's Women's Initiative and has been featured in The New York Times, Real Simple, Money Magazine, and Kiplinger. She graduated magna cum laude from Wichita State University with a BBA in Finance.