Katy Cook decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. She has also seen how that plan can be tested with health concerns and a global pandemic.
Katy helps women, their families, and anyone historically underserved by the financial industry use money to live the life they want. She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices.
Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University. She holds a Ph.D. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow.