Katy Song is the CEO and Founder of Katy Song Financial Planning, where she helps individuals, couples, and families take control of their finances and live the lives they truly want. With decades of experience, Katy offers compassionate, judgment-free financial guidance — whether you’re navigating everyday budgeting or preparing for major life milestones.
Before launching her own firm, Katy served as Chief Financial Planner at Domain Money and held leadership roles at SoFi and Citi. Her deep expertise and practical approach make her a trusted partner for anyone looking to build financial confidence at any stage of life.
Here’s a glimpse of the episode:
- Why knowing your net worth gives you power
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How to ditch shame and judgment around money
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What “micro-retirement” means and why more women are doing it
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Career pivots, caregiving, and staying financially secure
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Tips for teaching kids about money & navigating college costs
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Planning for freedom, not just retirement
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How to break free from generational silence around finances
In this week’s episode…
Sarah sits down with Katy Song, certified financial planner and founder of Katy Song Financial Planning. With deep experience across Wall Street, tech startups, and independent practice, Katy shares how financial clarity empowers women to take control of their lives, whether they’re navigating career changes, family responsibilities, or dreaming of something different. Together, the two discuss the emotional roots of financial decisions, the pressures women face to “play it safe,” and how true empowerment comes from aligning your money with your values. Katy shares practical tools to map your financial future, prepare for big transitions, and release any guilt or overwhelm associated with that.
Resources mentioned in this episode:
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- LinkedIn | Sarah Nichols
- Nichols Law, P.C. Website
- Nichols Law, P.C. email address: consult@nicholslawyer.com
- Nichols Law, P.C. contact number: 415-504-3095
- Instagram (@nicholslawpc)
- LinkedIn | Katy Song
- Katy Song Financial Planning
- Instagram (@katysongmoney)
