As the evangelist for the Transparent Advisor Movement, I hold myself to the same standards of transparency to which I hold others in the industry.

Here is the revenue vs. cost breakout for Immersion2025.

As you can see, there was a gross profit of $3,510.91 for Immersion2025.

A few items to note:

• This is higher than the Immersion2024 gross profit of $372.18.
• I want to state clearly that it is not, and has never been, my intention to make a profit from any Transparent Advisor Movement activities. The goal of the movement is to improve treatment of families in our country. I love Jesus Christ and I exist to serve Him, I love my family, I love my country, and I love other people’s families in our country as well.
• Early bird tickets were as low as $250 per ticket, which is much lower than any other in-person industry event I know of.
• I have retained this $3,510.91 as a safeguard to protect me against cost overruns that might potentially occur at future Immersion events, and I also invested part of it into two websites solely dedicated to this movement, the costs totaling $1515.21.
• In the expenses I did not include billing for any of my own professional time. I would estimate that this event consumed more than 20 hours of my time in 2025. My professional consulting rate is $500 per hour. Essentially I contributed $10,000 of pro-bono work, none of which was reflected in the income statement above. If I had included this expense, the event would have generated a roughly $7,000 net loss.

If anybody has questions or feels any of this is unfair, I’d be happy to discuss. Email us at katie@transparentfinancialadvisor.com