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assessment β†’

NICE TO MEET YOU!

I'm Katy Song,

a Certified Financial Planner, author, and a mom.

I built this course because every woman deserves to feel confident about her money.

My career has taken me from investment banking at Citi to fintech leadership as Chief Financial Planner at Domain Money, to running my own practice for over a decade. I've been featured in major publications and spoken at Google, VanEck, and SoFi.

But the work I'm most proud of?

The individual women I've helped move from stressed and uncertain to clear and confident.

EXPLORE THE COURSE β†’

WHY I OFFER THIS COURSE

I wanted to take everything I've learned working one-on-one with clients and make it accessible to more women.
Β 

"She cuts straight to the advice you truly need to hear. Following her advice has already paid off the cost of the session multiple times over."

β€”Β Evan Samek

"Her approach was different from the start. She wanted to understand our big picture β€” our priorities, our goals, our fears. She listened, then helped us refine our answers, and that started to bring our financial plan into focus."

β€” Erin HeathΒ 

"She gives us such financial peace of mind. She's incredibly knowledgeable, very organized, and super down-to-earth."

β€” Michele Westhoff

WHY I OFFER THIS COURSE

I wanted to take everything I've learned working one-on-one with clients and make it accessible to more women.
Β 

"She cuts straight to the advice you truly need to hear. Following her advice has already paid off the cost of the session multiple times over."

β€”Β Evan Samek

"Her approach was different from the start. She wanted to understand our big picture β€” our priorities, our goals, our fears. She listened, then helped us refine our answers, and that started to bring our financial plan into focus."

β€” Erin HeathΒ 

"She gives us such financial peace of mind. She's incredibly knowledgeable, very organized, and super down-to-earth."

β€” Michele Westhoff

HOW I CAN SUPPORT YOU

This Course

Guided implementation with a clear path to clarity and confidence β€” at your own pace.

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The Book

A deeper dive into the concepts behind this course. A great companion read.

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Private Planning

Ready for personalized guidance? I work with clients one-on-one at katysong.com.

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