Kate Arndt, CFP®

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Financial Planner

Kate Arndt, CFP® | CFP Certificate | Bedel Financial

My role as a financial planner involves engaging in the necessary steps that build a financial plan. Along with running useful projections and models, I also remain knowledgeable on changes in the industry to ensure that we deliver a high level of client service.

Professional Financial Planning Experience

  • Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.

Career History

  • Bedel Financial Consulting, Inc. Financial Planner
  • Bedel Financial Consulting, Inc. Financial Planning Coordinator

Education and Professional Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Bachelor’s Degree in Finance, Financial Planning Concentration, Indiana State University

Professional Activities

  • Board Member, Financial Planning Association of Greater Indiana
  • Member, Indiana State University Financial Planning Advisory Board
  • Provisional Member, Junior League of Indianapolis

Check out more fun facts about Kate:

Kate Arndt, CFP® | Meet the Bedel Team


BLOG POSTS

Image for Is Your Financial Goal only a Wish?

Jul 19, 2021

Is Your Financial Goal only a Wish?

Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of the essence. Defining goals early on can provide flexibility to adapt to life’s changes rather than accept the reality of a situation.

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Jul 9, 2021

The Financial Transition to Stay-at-Home Parent

The most apparent change to the household of a newly minted stay-at-home parent is the loss of income. How do you navigate those problems and others?

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Jun 24, 2021

Guide to Leaving a Legacy

Leaving a legacy through charitable giving is a financial goal for many. Unsure where to start or how to most efficiently donate to the causes closest to your heart? Read on for several options for gifting money to your favorite charities.

Image for Yours, Mine, and Ours: Marriage and Personal Finances

Apr 19, 2021

Yours, Mine, and Ours: Marriage and Personal Finances

There is no right or wrong way to manage personal finances as a couple. There are several budgeting approaches to consider. Be open and honest about your status and hash out a plan together.

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Mar 22, 2021

Hiring a Financial Advisor: When is it Time?

Only you will know if and when it's the right time to hire a financial professional. There's an advisor out there for everyone, whether you're looking for a one-time financial plan or a long-term, comprehensive relationship.

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Mar 16, 2021

Tax Diversification

Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax diversification is an important piece to “afford” flexibility.

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Jan 25, 2021

What Should I Do With My Inheritance?

Baby Boomers are aging. There's no question; money is shifting hands over the next forty years. The Great Wealth Transfer will look different for everyone.

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Oct 26, 2020

Great Parents, Bad Savers?

It’s stressful to know that your parents haven’t prepared for retirement. It’s even more stressful to think that they may depend on you financially.

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Aug 10, 2020

Construction Fever

Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh your financing options and consider the risks before breaking ground!

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Jul 20, 2020

The Budget Bride: Weddings Under $10k

Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by defining your budget and sticking to it. It’s possible to throw an above-average party at below-average costs! Here are some helpful tips.

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Apr 27, 2020

The Road Less Traveled: Economic Injury Disaster Loans

$10 billion of the CARES Act went to the SBA’s existing disaster loan program, the Economic Injury Disaster Loans, with an additional $60 billion added weeks later. But what is an EIDL, and how can you use it?

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Feb 24, 2020

Am I Doing This Right? Your Guide to Health Care Consumption

The health care industry is like a box of chocolates. With so many unknowns, it can be challenging to navigate the healthcare system. But remember, you do have a voice. It’s time to become an educated and engaged consumer!