Describe your perfect day?
Going to the beach with my family and my golden retriever Toby, lots of sunshine, eating good food and going for a run!
What do you most like about your job?
Helping people discover their core values and creating a financial life plan that aligns with their goals.
Surprise us, something we don’t know about you?
I recently completed my first Marathon in March of 2024!
How long have you worked in Financial Services?
15+ years
Meet with Katy
MBA from UC Berkeley's Haas School of Business
B.A. in Global Economics from the University of California
CFP® certification
Investment, Budgeting, Retirement Planning, and Families and Couples.
Katy previously owned a successful financial planning business, was a consultant at SoFi, held leadership positions within Citi’s Corporate and Investment Banking Division, and more. This diverse experience allows her to offer a comprehensive wealth of knowledge about money management for different situations and at all stages of life.
With over 15 years of expertise, Katy specializes in empowering couples and families with young children to manage their money smarter and live their best lives. As Chief Financial Planner at Domain Money, Katy is dedicated to helping clients stress less about finances and embrace the lifestyle they want by sharing judgment-free financial guidance and clear, simple advice tailored to their life’s milestones. She also offers ongoing coaching sessions to support and help clients stay on track toward their financial goals and take care of all the to-do’s they never get around to.
Outside of work, Katy can be found exploring the world, running by the ocean, and indulging in quality family time.
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.
Participation in our referral program, whether as a referrer or referee, is subject to our full terms and conditions outlined available here.
Easy—simply book a free 30-minute Strategy Session. We'll use that call to understand your needs, and answer any questions so we can both determine whether Domain is a good fit for you. If you decide to move forward, we’ll be happy to guide you through the next steps.
Our financial advisors are all full-time employees of Domain. Think of Domain advisors as a hand-selected team bringing extensive experience from firms such as Morgan Stanley, Goldman Sachs and BlackRock. Each is a CERTIFIED FINANCIAL PLANNER™ professional.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we’re legally obligated to always act in your best interests. But that’s how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Your Domain financial advisor is here to help with all aspects of your financial life. That includes analyzing your investment accounts, providing specific investment recommendations and reviewing your spending habits to create a realistic budget. We’ll also help with things like buying a home, saving for education, tax reduction planning, retirement strategy and insurance. In other words, you can count on comprehensive support. Every financial journey is unique, and we're here to help you confidently navigate yours.
Once you’ve shared your financial information with us, a One Page Plan or Strategic Plan takes three weeks to prepare. Our Comprehensive Planning is an ongoing 6-month engagement. We offer a limited number of spots each month.
For the One Page Plan, you’ll have a 30-minute Strategy Session. This first call lets you get to know Domain, ask questions and share financial information. Once your plan is ready, your advisor will present it and walk you through it during a 90-minute call. If you’ve chosen our Strategic Plan, you also get an additional 60-minute intake session. Our Comprehensive Plan is a six-month engagement that includes four meetings. Your advisor is also available for questions. Additional coaching sessions are available for $300 per hour. An annual plan update (recommended) or 60-minute plan review is $500.
You'll receive a personalized plan, guiding you through financial decisions tailored to your unique goals and life situation. One-on-one sessions with your Domain CFP® advisor are tailored to your specific plan type. Your advisor will walk you through all the details of your plan, providing guidance on how to best implement our recommendations.
We genuinely believe you're going to love your plan. If our work somehow falls short of your expectations, we're here to make it right. We'll address your concerns, making any adjustments as needed. If you're still not satisfied, Domain will provide you with a full refund. See full details here: https://domainmoney.com/assets/library/satisfaction-guarantee
All of your information and data is handled with the highest level of confidentiality. We use it solely for providing personalized financial advice directly to you, and will never share or sell your information. We thrive on trust, and take data security seriously.
Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.
Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.
Absolutely. We design flexibility into every plan we create. We encourage you to revisit your plan and consult with your Domain advisor whenever something big is changing in your life.
Hey, life happens. Priorities change. Naturally, your Domain financial plan is designed to keep up. Your Domain advisor is here to keep your financial strategy aligned with your evolving life.
For now, our services are only available to clients currently residing inside the US.
Easy—just email [email protected].
We’re a team of dedicated pros, on a collective mission to make expert financial advice available to people who don’t happen to be super wealthy. Each of our advisors adheres to a high standard of care, always acting in the best interests of Domain clients. Each advisor holds registration as a Certified Financial Planner™ professional. We’ll never sell or share your data, and we never try to sell you on specific investment products. Which means our advice is entirely objective, with your best interests leading the way. Financial planning and investment advice are provided to clients through Domain Money Advisors, LLC, an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).