Clarity for Your Money,

Confidence for Your Life.

Stop guessing. Start planning.

The financial course for professional women who are ready to take control.

Money Should Support Your Life, Not Complicate It.

I Believe In:

Values First

Your financial decisions should be driven by what matters to you, not by fear, guilt, or what you think you "should" be doing.

Clarity Over Perfection

You do not need to have it all figured out. You need to understand where you stand—and that alone changes everything.

Small Steps, Real Progress

Lasting financial confidence comes from consistent, doable actions—not dramatic overhauls.

This is the philosophy behind everything I do, and it is built into every lesson of this course.

Nice to Meet You!

I’m Katy, the CEO and Founder of Katy Song Financial Planning, where I help young professionals, couples and families with young children stress less about money and live more. Over the past 17 years, I’ve guided more than 800 clients toward clarity, confidence, and financial freedom through judgment-free, actionable advice tailored to life’s milestones.

My career spans corporate finance at Citi, fintech leadership as Chief Financial Planner at Domain Money, and over a decade of running my own successful practice.

I hold a B.A. in Global Economics from the University of California, Santa Cruz (Go Banana Slugs!), and an MBA from UC Berkeley’s Haas School of Business.

Outside of work, catch me exploring the world, running by the ocean, reading fantasy books and indulging in quality family time.

WHY TRUST ME? →

A step-by-step program that helps you understand your money, build a plan you trust, and make confident decisions—at your own pace.

20 lessons. Downloadable worksheets. Lifetime access.

EXPLORE THE COURSE →

Identify the values that should drive your financial decisions

Look at your spending without shame or judgment

Make sense of income, equity, and benefits

Turn vague goals into concrete numbers and timelines

Not Sure Where to Start?

Take the free Financial Wellness Assessment and find out where you stand in under two minutes.

Free. Private. Early access to presale.