Katie Sauer - Bio

Vice President, Financial Planner & Head of Planning
Sterling Edge Financial

Katie Sauer brings a warm, personal touch and deep expertise to every client relationship at Sterling Edge Financial. As Vice President, Financial Planner, and Head of Planning, Katie is the heart of our planning team and the architect of our financial plans and plan support. Her approachable style and genuine care for people shine through in every interaction-whether she’s guiding a family through a major life transition or helping a retiree feel confident about the future.

Clients consistently praise Katie for her diligence, clarity, timely proactive engagement and support. She is passionate about making even the most complex topics accessible and easy to understand, so clients leave every conversation feeling more confident and in control of their financial future.

How Katie Empowers Clients

Katie delivers financial planning that is clear, actionable, and tailored to each client’s needs across seven key areas:

• Goals, Options and Changes: Katie helps clients evaluate complex decisions from career changes to major purchases.  Pre-retirement to student loan repayment.  Helping clients track progress toward specific goals and evaluate new opportunities as life and plan options change.  

• Cash Strategies: helps clients visualize their financial plan with five-year forward-looking cash flow statements and comprehensive balance sheets. Whether it’s combining finances with a spouse or evaluating a home purchase, her reports make it easy to see financial capacity and next steps.

• Investment Strategies: breaks down investment risk in plain language, providing visually compelling reports and side-by-side comparisons of asset allocations. She generates retirement income projections and crafts income strategies so clients know how much they can safely withdraw and how to structure their income for the long haul.

• Insurance Strategies: reviews existing insurance coverage, identifies gaps, and recommends solutions that fit each client’s unique needs-from protecting young families to planning for long-term care services.

• Estate Planning Strategies: organizes and summarizes estate planning documents, outlining clear next steps. She ensures clients understand the importance of powers of attorney, beneficiary designations, and how these elements fit into their overall plan.

• Tax Strategies: provides clear write-ups on tax rates and highlights the major factors impacting each client’s tax return. She explains how decisions-like retirement withdrawals or selling a home-will affect taxes, helping clients avoid surprises and plan proactively.

• Organization and Accountability:  Helps clients get and stay organized.  Updates plans ongoing and proactively engage clients with advice, reports and reminders.    

Katie’s team delivers information, advice, and empowerment that save clients time and make complex decisions easier. Through custom planning reports, easy-to-read write-ups, and even personalized video content, Katie ensures every client feels organized, prepared, and empowered to move forward.

A Leader in Client Experience

Katie leads our planning team with a proactive, client-first approach. She ensures clients are always organized, understand their next steps, and receive tailored planning reports that support their goals. Her dedication to education and clarity means clients are never left guessing-they know exactly where they stand and what comes next235.

When she’s not leading the charge at Sterling Edge Financial, Katie enjoys life in Colorado as a mom and outdoor enthusiast. Whether she’s mountain biking, hiking, or exploring with her family, Katie brings the same energy and passion to her personal adventures as she does to helping clients achieve their financial goals1.