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Katy Song, CFP®

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

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https://domainmoney.com/assets/media/587e6327-318e-45da-96b9-144d6abfd697

Education

MBA from UC Berkeley's Haas School of Business
B.A. in Global Economics from the University of California
CFP® certification

Expertise

Investment, Budgeting, Retirement Planning, and Families and Couples.

Experience

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.

About

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.

Stop stressing and start living
With a clear, customized financial plan in hand, you can get back to enjoying life. We make expert advice more accessible than ever.
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The Domain Guarantees
Financial Planning Done Right. Guaranteed.
We believe in a transparent and results-oriented approach to financial planning. That's why we offer a series of industry-leading guarantees, designed to give you complete peace of mind and the confidence you deserve when it comes to your financial future.
Here's how it works:
Flat Fee Advantage
Your financial success shouldn't be hindered by hidden costs. Our flat-fee model means no 1% asset under management (AUM) fees and no commissions.
Fiduciary Protection
We are a fiduciary, legally bound to prioritize your financial well-being. No pushing products, just unbiased advice tailored to your unique circumstances.
Money Back Guarantee
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
Feeling unsure? We understand!
That's why we offer this guarantee. Get started today, knowing we’re committed to your financial journey.
Click here to learn more and see the full terms & conditions.
Publications
Financially Fearless: A Tech Mom's Money Guide
By Katy Song
Financially A Tech Mom's Guide to Money takes you on a journey of discovering what matters most to you and how to best use your financial resources to live the life you want. Detailed discussions on how to optimize your balance sheet, master your cash flow, and save and invest with intent, and check your To Do's off your list are paired with client stories to give you real world examples on how this type of financial planning can change your life. This definitive guide covers everything you need as a mom on how to balance all the financial balls you juggle and enjoy the process. Remember... time is finite. Your money is not.
Meet with Katy
Get started building a financial plan today.
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Congratulations! You've been added to our waitlist!
Clients love Katy
Hear from people who have changed their financial lives
Katie

Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.

Christian

Personal and knowledgeable advice.
All questions were answered well and backed up by sound reasoning.

Emma

Katy was fantastic to work with. She truly listened to all our goals in our first meeting to put a financial plan together that covered everything we asked for. Katy has an exceptional ability to dumb things down for her clients in a way that never makes you feel like you’re asking dumb questions. I look forward to using Domain Money for all future financial planning and would highly recommend to all my family and friends.

Lynn

Katy is the person I had been looking for.  It was an amazing experience.  She is professional, empathetic, thorough, kind, thoughtful. A great experience and I cannot say enough positive things. A very positive experience. Perfect. I’ll refer everybody I know to her.

Suraya

We are new to personal finance and only just now in a position to even think about saving and investing. Katy offered packages that were perfect for where we are in our personal finance journey. She helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We are already seeing the benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

Eli

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy for years- she helped develop a framework and plan for saving and investing that helps us meet our financial (and life!) goals. Actually- the process of working with Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

Erica

My husband and I have worked with Katy for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. Added bonus, she is so funny and personable, making every meeting a pleasure. I can't recommend Katy enough.

Christine

I highly recommend Katy and Domain Money. She has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree Katy is one of the best. We continue to reference our strategic plan a year after it was prepared, and get tremendous value in quarterly check-ins with her. We highly recommend working with Katy!

Edmund

We've had a fantastic experience with Katy Song. She helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Sarah

We have been working with Katy for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. As others have said she's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

Jacob

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Aaron

We worked with Katy at Domain Money and highly recommend working with her. She spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Marcella

I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Katy and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading in my head.

Maeve

I have had an excellent experience working with Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our bi annual meetings with Katy we feel confident that we are on the right track for college and retirement savings.

Nicole

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Millicent

Katy helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Katie to anyone who doesn't know where to start.

Anthony

Katy provided really excellent advice, which she took the time carefully to explain. She was very responsive to our questions, and gave us the tools to feel more confident about our strategy moving forward. Katy's service was a FANTASTIC value, especially compared to an advisor who charges a percentage of AUM. We will definitely continue to use Katy's services moving forward, and will definitely recommend her to friends and family.

Eric

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Carrie

Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Katy through the Southern Marin Mother's Club.

Jeff

Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home. She's down to earth and able to simply convey complex concepts so that you're able to understand your entire financial picture with ease. We did her one-page plan and it was the exact level of detailed that we craved. I've recommended her to friends who also had a great experience.

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.

Our plans
Who says financial planning has to be painful? Not our clients—they actually love the Domain Money experience. Choose from three plan levels.
Learn more
One Page Plan
$300 off discount applied
$2,200
$2,500
The One Page Plan provides a tactical guide for those starting out and wanting to optimize their financial resources.
Strategic Plan
$300 off discount applied
$4,200
$4,500
The Strategic Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations.
Comprehensive Plan
$300 off discount applied
$7,200
$7,500
The Comprehensive Plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations.

Participation in our referral program, whether as a referrer or referee, is subject to our full terms and conditions outlined available here.

Four steps, zero hassles
Domain Money makes it easy to plan for your most important goals.
1.
Talk with your expert advisor
They'll get to know you and learn about all of your goals.
2.
We analyze your entire financial life
Bringing your financial picture to life in a holistic model.
3.
We build your unique plan
This is your step-by-step plan to reach your goals.
4.
Ongoing support when you need it
Available whenever you need it, and peace of mind knowing you are on top of your money.
Congratulations! You've been added to our waitlist!
FAQs
Have questions? Domain has answers.
How do I get started with Domain Money?

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.

Who are Domain’s financial advisors?

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.

Is Domain a fiduciary?

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.

What services can I expect from my Domain advisor?

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.

How long does it take?

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.

How often should I expect to meet with my Domain advisor?

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.

What do I get?

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.

What if I don’t like my plan?

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

How private is this process?

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.

Do I pay more if I do this with my partner?

Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.

Can I do this with a family member who is not my spouse?

Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.

Can I adjust my plan over time?

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.

What if my financial goals change?

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.

Is Domain Money available outside the US?

For now, our services are only available to clients currently residing inside the US.

How can I contact Domain Money?

Easy—just email [email protected].

Who is Domain Money?

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).

Meet the rest of the team
Get started building a financial plan today.
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