Your free copy of ‘Financially Fearless’

Your free copy of “Financially Fearless” 

Hi there,

 

Are you ready to ditch money stress, once and for all? We've got just the thing to get you going.

 

Financially Fearless was written by Katy Song, our Chief of Financial Planning. In it, she takes readers on a journey to figure out exactly what matters most in the big picture, and how to best use resources to live the life they want.

 

This book will teach you how to:

1. Prioritize what matters most
2. Take control of your finances
3. Understand your potential
4. Make informed decisions
5. Master life's financial hurdles
6. Build an emergency fund
7. Empower yourself & your family
8. Plan for the future family

Raised in Rye, New York, Katy moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with honors and a B.A. in Global Economics, she worked for the U.S. Department of Commerce in the International Trade Administration. Katy attended the Haas School of Business at the University of California, Berkeley (Class of 2002), after which she worked as an investment banker for Citigroup.

 

Since 2008, Katy has focused on helping couples and families with young children get their financial lives in order, putting them on track to live the life they want. She’s a respected member of the National Association of Personal Financial Advisors (NAPFA).

We hope you will enjoy your free copy of Katy’s book Financially Fearless. And if you’d like to schedule a free 30-minute Strategy Session with Katy, she’d love to speak with you.