I make finance personal for women, without putting them to sleep.
Book Katie
Whether you choose my most popular keynote for workplaces, “Journey to Financial Independence,” or the seminar that every student group needs, “Money After Graduation,” your group will walk away with a new and inspired money mindset that they’re ready to implement.
Katie kicks things up a notch
01.
02.
03.
Money mindset as a women’s issue
The role of financial literacy within limiting systems
How to identify a specific financial independence goal that's personalized to you
04.
Most importantly, understand the most efficient path with diversification and tax optimization
There are plenty of money speakers who give great presentations about budgeting and saving.
Katie's seminars focus on:
Let's Talk
Katie kicks things up a notch
There are plenty of money speakers who give great presentations about budgeting and saving.
Katie's seminars focus on:
Money mindset as a women’s issue
01.
The role of financial literacy within limiting systems
02.
How to identify a specific financial independence goal that's personalized to you
03.
Most importantly, understand the most efficient path with diversification and tax optimization
04.
Personal Finance For Women
They’ve given me a microphone & an hour at…
Personal Finance For Women
Some crowd favorites
Money Mindset After Graduation
- Building credit (and how not to end up six Discover statements deep inside a Neiman Marcus, like I did)
- Balancing student loan debt payoff with building your first emergency fund
- Taking advantage of the power of compounding by getting started with basic investing
Designed for the young professional (who may still be in college!), this talk focuses on:
Book Money After Graduation
Money Mindset After Graduation
- Building credit (and how not to end up six Discover statements deep inside a Neiman Marcus, like I did)
- Balancing student loan debt payoff with building your first emergency fund
- Taking advantage of the power of compounding by getting started with basic investing
Designed for the young professional (who may still be in college!), this talk focuses on:
Book Money After Graduation
Personal Finance Fundamentals
- Setting up a spending plan that enables you to build wealth and understanding the relationship between your spending and financial future
- The basics of tax-advantaged investing
- An introduction to investing in the stock market, without needing to call an astrologer or your parents
Designed for any group that wants to master the best practices of personal money management, this talk prioritizes:
Book Personal Finance Fundamentals
Journey to Financial Independence
- How to calculate your financial independence number quickly and easily
- Investing as efficiently as possible according to your best tax strategy
- Diversification, safe withdrawal rates, and other mega-nerd concepts that will take your financial understanding to the max
This talk is designed for groups who are interested in building serious wealth and may (but wouldn’t need to) skew higher income. It teaches:
Book Journey To Financial Independence
Most Popular
Personal Finance Fundamentals
- Setting up a spending plan that enables you to build wealth and understanding the relationship between your spending and financial future
- The basics of tax-advantaged investing
- An introduction to investing in the stock market, without needing to call an astrologer or your parents
Designed for any group that wants to master the best practices of personal money management, this talk prioritizes:
Book Personal Finance Fundamentals
Journey to Financial Independence
- How to calculate your financial independence number quickly and easily
- Investing as efficiently as possible according to your best tax strategy
- Diversification, safe withdrawal rates, and other mega-nerd concepts that will take your financial understanding to the max
This talk is designed for groups who are interested in building serious wealth and may (but wouldn’t need to) skew higher income. It teaches:
Book Journey To Financial Independence
Most Popular
Inspiration is great.
Actionable advice is even better.
Your listeners will leave feeling inspired, but better yet, they’ll know what to do next. My seminars are designed to be rigorous, accessible, and fun.
Book A Signature Talk
"People loved
the granularity."
"I wish Katie’s presentation had been even longer—I was so interested and left feeling inspired."
"That was the best speaker event
that’s been put on to date."
They mentioned that other campus resources tend to be high-level and don't actually give tactical advice, so they loved things like the 4% rule and order of operations.
Katie is incredible and her advice was so usable. Please bring her back!
- Juliette (Stanford) on the Journey to Financial Independence keynote
— Stacy (Southwest Airlines) after the Women’s Empowerment Luncheon
— Ontra feedback after the Journey to Financial Independence keynote
"Katie's presentation stuck with them so much that they are still talking about it three years later."
"That was so informative. Katie is such a pro."
— Annie (TCU) on the Money After Graduation keynote
— Haley (Spotify) on the Personal Finance Fundamentals keynote
"I wish Katie’s presentation had been even longer—I was so interested and left feeling inspired."
"That was the best speaker event
that’s been put on to date."
Katie is incredible and her advice was so usable. Please bring her back!
— Stacy (Southwest Airlines) after the Women’s Empowerment Luncheon
— Ontra feedback after the Journey to Financial Independence keynote
"Katie's presentation stuck with them so much that they are still talking about it three years later."
"That was so informative. Katie is such a pro."
— Annie (TCU) on the Money After Graduation keynote
— Haley (Spotify) on the Personal Finance Fundamentals keynote
"People loved
the granularity."
They mentioned that other campus resources tend to be high-level and don't actually give tactical advice, so they loved things like the 4% rule and order of operations.
- Juliette (Stanford) on the Journey to Financial Independence keynote
"That was the best speaker event
that’s been put on to date."
Katie is incredible and her advice was so usable. Please bring her back!
— Ontra feedback after the Journey to Financial Independence keynote
"Katie's presentation stuck with them so much that they are still talking about it three years later."
"That was so informative. Katie is such a pro."
— Annie (TCU) on the Money After Graduation keynote
— Haley (Spotify) on the Personal Finance Fundamentals keynote
"People loved
the granularity."
They mentioned that other campus resources tend to be high-level and don't actually give tactical advice, so they loved things like the 4% rule and order of operations.
- Juliette (Stanford) on the Journey to Financial Independence keynote
"I wish Katie’s presentation had been even longer—I was so interested and left feeling inspired."
— Stacy (Southwest Airlines) after the Women’s Empowerment Luncheon
"Katie's presentation stuck with them so much that they are still talking about it three years later."
"That was so informative. Katie is such a pro."
— Annie (TCU) on the Money After Graduation keynote
— Haley (Spotify) on the Personal Finance Fundamentals keynote
"People loved
the granularity."
They mentioned that other campus resources tend to be high-level and don't actually give tactical advice, so they loved things like the 4% rule and order of operations.
- Juliette (Stanford) on the Journey to Financial Independence keynote
"I wish Katie’s presentation had been even longer—I was so interested and left feeling inspired."
— Stacy (Southwest Airlines) after the Women’s Empowerment Luncheon
"That was the best speaker event
that’s been put on to date."
Katie is incredible and her advice was so usable. Please bring her back!
— Ontra feedback after the Journey to Financial Independence keynote
"That was so informative. Katie is such a pro."
— Haley (Spotify) on the Personal Finance Fundamentals keynote
"People loved
the granularity."
They mentioned that other campus resources tend to be high-level and don't actually give tactical advice, so they loved things like the 4% rule and order of operations.
- Juliette (Stanford) on the Journey to Financial Independence keynote
"I wish Katie’s presentation had been even longer—I was so interested and left feeling inspired."
— Stacy (Southwest Airlines) after the Women’s Empowerment Luncheon
"That was the best speaker event
that’s been put on to date."
Katie is incredible and her advice was so usable. Please bring her back!
— Ontra feedback after the Journey to Financial Independence keynote
"Katie's presentation stuck with them so much that they are still talking about it three years later."
— Annie (TCU) on the Money After Graduation keynote
"People loved
the granularity."
They mentioned that other campus resources tend to be high-level and don't actually give tactical advice, so they loved things like the 4% rule and order of operations.
- Juliette (Stanford) on the Journey to Financial Independence keynote
"I wish Katie’s presentation had been even longer—I was so interested and left feeling inspired."
— Stacy (Southwest Airlines) after the Women’s Empowerment Luncheon
"That was the best speaker event that’s been put on to date."
Katie is incredible and her advice was so usable. Please bring her back!
— Ontra feedback after the Journey to Financial Independence keynote
"Katie's presentation stuck with them so much that they are still talking about it three years later."
— Annie (TCU) on the Money After Graduation keynote
"That was so informative. Katie is such a pro."
— Haley (Spotify) on the Personal Finance Fundamentals keynote
Got something special in mind?
If you've got grand plans for your financial speaker and want to try something totally different, I'm always open to custom requests from collaborative partners who want to bring something truly unique to their business, organization, or next slumber party. Stranger things have happened.
For example:
Book Katie
