WHO I AM

Raised in Rye, New York, I moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with a B.A. in Global Economics, honors in my major and Phi Beta Kappa, I worked for the U.S. Department of Commerce in the International Trade Administration. I then attended the Haas School of Business at the University of California, Berkeley and graduated in 2002. I worked as an investment banker for Citigroup until having my daughter in 2007…

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WHAT I DO

Financial planning is for everyone – not just the very wealthy. Determining financial priorities and setting short and long-term goals is critical for every couple or family who wants to be confident that they are making the right financial choices.

As a Marin based Financial advisor and Certified Financial Planning™ practitioner, I focus on families with young children and couples starting their lives together…

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MEET KATY

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COMPREHENSIVE PLAN

I provide objective and customized comprehensive financial planning for a flat fee of $5,000. I focus on families with young children and couples starting their lives together…

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FINANCIAL ALIGNMENT

If you prefer periodic financial guidance, clients who have completed the Comprehensive or Strategic Plan can opt for periodic Financial Alignments every 6-12 months…

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MEMBERSHIP PLAN

After completing the planning process, you are eligible for my membership program at a cost of $100 per month. This gives clients unlimited email/phone access, as well as one…

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STRATEGIC PLAN

The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations. This plan…

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ONE PAGE PLAN

Do you have a couple of burning financial topics on which you want expert advice now? The One Page Financial Plan tackles your most pressing financial issues in a real-time…

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QUESTIONS MY CLIENTS OFTEN ASK…

Can we afford another baby?
Are we living within our means?
How do we pay for everyday living and save for the long-term?
What kind of house can we really afford?
Should we move or remodel?
What are the best ways to save for college?
Are we on track for retirement?
What should we be investing our money in?
How can we get out of debt?