Katie Kimball Dyer

Financial Advisor | Founder of The Heart of Finance

Financial Planning for Real Life

Where Logic and Emotion Work Together

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Our Why

Money decisions are never just numbers. They are shaped by identity, relationships, life transitions, and the future you want to build.

Katie Kimball Dyer is an independent financial advisor with Gateway Financial Partners, helping individuals, families, and business owners create thoughtful financial plans that reflect both their goals and their values.

Through her work as a financial advisor and host of The Heart of Finance, Katie helps clients integrate both the strategic and emotional sides of money. Her approach to relationship-driven financial planning focuses on long-term guidance, clear strategy, and meaningful conversations about what financial success truly looks like in your life.

If you are looking for a financial advisor who takes the time to understand the full picture of your financial life, you are in the right place.

The Heart Behind the Work

Katie Kimball Dyer

Financial Advisor | Founder of The Heart of Finance

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About Katie

With over 10 years of experience in financial services, Katie works with clients who want personalized financial planning rooted in clarity, trust, and long-term partnership.

As a proud member of the LGBTQ+ community, Katie understands that financial decisions often carry layers beyond investments and spreadsheets. Financial planning intersects with partnership, family structure, career changes, identity, and long-term security.

That understanding inspired The Heart of Finance, a podcast dedicated to exploring the human side of financial decision-making. The show creates space for conversations about how money influences relationships, work, and everyday life.

Katie was named a 2026 Five Star Wealth Manager, an award given to financial professionals who meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients.

This philosophy guides how Katie approaches financial planning with every client.

Independent Financial Planning with Gateway Financial Partners

Katie is an independent financial advisor with Gateway Financial Partners.

Gateway provides the infrastructure, research capabilities, and professional support that allow Katie to deliver comprehensive financial planning services while maintaining a personalized, relationship-focused approach.

As an independent advisor, Katie is not tied to proprietary financial products. Her role is to help clients evaluate financial options carefully and align decisions with their long-term goals, risk tolerance, and financial priorities.

Katie Kimball Dyer is an independent financial advisor with Gateway Financial Partners, helping individuals, families, and business owners create thoughtful financial plans that reflect both their goals and their values.

Through her work as a financial advisor and host of The Heart of Finance, Katie helps clients integrate both the strategic and emotional sides of money. Her approach to relationship-driven financial planning focuses on long-term guidance, clear strategy, and meaningful conversations about what financial success truly looks like in your life.

If you are looking for a financial advisor who takes the time to understand the full picture of your financial life, you are in the right place.

Who Katie Works With

Katie works with individuals, families, and business owners who want financial guidance that reflects their real lives and long-term priorities.

Many of her clients include:

  • Women building wealth and planning for the future
  • Members of the LGBTQ+ community seeking affirming financial guidance
  • Business owners, including women-owned and LGBTQ+-owned businesses
  • Leaders of family-owned or small businesses
  • Couples navigating blended family dynamics
  • Partners planning their financial future together

Clients who value open dialogue, thoughtful planning, and long-term relationships with a trusted financial advisor.

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Financial Planning Process

Start with a Conversation

Financial planning begins with understanding your goals, priorities, family dynamics, and financial concerns.

Build a Coordinated Financial Plan

Together, you organize the moving parts of your financial life into a clear strategy supported by Gateway’s broader team.

Maintain an Ongoing Relationship

Financial planning evolves as life changes. Regular meetings allow you to review progress, discuss new decisions, and adjust your strategy over time.

Our Services

Comprehensive Financial Planning

Financial planning is about understanding the full picture of your financial life. Katie works with clients to organize goals, assets, income, and long-term priorities into a coordinated strategy designed to support the life you want to build.

Investment Planning & Portfolio Guidance

Katie helps clients develop investment strategies aligned with their goals, timeline, and risk tolerance. Through thoughtful portfolio construction, ongoing monitoring, and regular reviews, clients gain a structured approach to managing investments over time.

Retirement Planning

Planning for retirement requires balancing long-term goals with current financial realities. Katie helps clients evaluate savings strategies, income planning, and retirement timelines so they can move toward financial independence with greater confidence.

Financial Planning for Business Owners

Business owners often have unique financial planning needs. Katie works with entrepreneurs and small business owners to help coordinate personal financial planning with business income, growth planning, and long-term financial goals.

Life Transition Planning

Major life events such as career changes, marriage, divorce, inheritance, or starting a business can create financial complexity. Katie helps clients navigate these transitions with thoughtful planning and clear decision-making support.

Ongoing Financial Guidance

Financial planning is not a one-time event. Katie works with clients through an ongoing advisory relationship that includes regular check-ins, plan adjustments, and continued guidance as life and financial priorities evolve.

The Heart of Finance Podcast

Honest Money Conversations. Straight from the Heart.

The Heart of Finance podcast explores the human side of financial decisions. It was created to make financial conversations more approachable for women, members of the LGBTQ+ community, and business owners who want thoughtful discussions about money, relationships, and financial well-being.

Listen to the podcast to explore how emotional awareness and financial strategy work together.

Listen to the Podcast

Invest in Your Future Today

Let’s Start the Conversation

Your financial life is connected to your relationships, your work, your family, and the future you are building.

Financial planning should reflect the full picture of your life.

If you are looking for a financial advisor with Gateway Financial Partners who prioritizes thoughtful strategy, meaningful conversations, and long-term guidance, Katie welcomes the opportunity to connect.

Our Location

Gateway Financial Partners
Massachusetts

781.258.5171
kkimball@mygfpartner.com

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