We believe in educating you to make your own informed decisions
Watermark Financial is a team of financial professionals committed to conscientiously help clients navigate the finances of divorce with the emphasis on a positive workable outcome after divorce. We partner with the family law attorneys at various stages of divorce whether in a collaborative manner or a court battle.
With careful planning, we chart a course to walk you through the paperwork and guide you through the reality of your financial options so that you can move forward in a productive way to the next stage of your life with the peace of mind that you have made informed decisions.
Katie Markowski, CDFA, M.Ed
Katie received her Bachelor of Arts in English and History of Art & Architecture from the University of Pittsburgh. She then received her Master’s of Education, also from the University of Pittsburgh.
As a Financial Advisor, Katie works with individual clients to assess their financial needs and long term goals with a particular focus on helping younger clients get started in their financial lives. With a one-on-one relationship, she creates and implements effective, personalized strategies that will help them achieve their goals through budgeting and savings plans, investment strategies and tax management.
As a Certified Divorce Financial Analyst, Katie consults on divorce-related matters, helping either couples or individuals in the pre-, during- and post-divorce stages to sort out their finances. She is collaboratively trained, so she can act as a neutral for both parties or as an advocate for one party.
Katie also prepares tax returns, consults on estate planning and execution and provides insurance services.
She currently serves as Treasurer of the Board of Directors of the Bloomfield Development Corporation.
Michele received her Bachelor of Science in Marketing from Indiana University of Pennsylvania.