Free, On-Demand Workshop
Join Katie for a free, on-demand class about how to D.I.Y. your personal finances with a simple monthly routine and the only spreadsheet you’ve ever seen that could reasonably be described as “sensuous”—so you can make real, measurable financial progress.
The 10-minute routine that makes money management simple.
Reserve Your Spot – FREE
15,000 People
Do This Routine Every Month
4 Steps
To Generate Your Financial Independence Timeline
10 Minutes
Monthly Commitment To Stay On Track
55% of adults in the US are planning to save more money in 2026. At the same time, 52% of adults feel worried about their finances.
That means most people making big-kid salaries still can't answer important questions like, "When can I retire?" or, "Am I saving enough?"
And the ones who think they have it figured out are usually managing their money the same way they did when they were making half as much.
Most smart people don’t have a grip on their personal finances
I want you to know exactly where your money is going.
Using my Wealth Planner System, you can do it in just 10 minutes each month.
The Wealth Planner System has helped more than 15,000 smart people create a monthly money routine, and I’d love to show you how to use one painstakingly specific spreadsheet to get your financial house in order once and for all.
There’s a huge possibility you’re missing easy opportunities in your finances that could radically change the life of “30-years-from-now you”
Reserve Your Spot – FREE
I’m Katie & I like to help people learn about money (without falling asleep)
Money With Katie started as a humble blog in April 2020 as the quintessential childless millennial pandemic project, a place where I set out to teach other young women about the magic of compounding returns. Baptized in the FI/RE movement in 2018, I saw personal finance as the way, truth, and light: a path away from dependence on any job, person, or situation that makes us feel trapped.
After a whirlwind acquisition in early 2022, I figured my new career path was laid out for me: Go the way of Suze Ormans and Dave Ramseys past and teach individual people how to manage their money, forever. Simple enough.
But after a few years, I noticed a problem with the “earn more, spend less, invest the difference” dogma I had once so faithfully embraced, and eventually, I couldn’t ignore it anymore: For the majority of Americans, personal finance is a necessary but insufficient answer for broader systemic challenges.
I wanted to make sense of a world I once believed I understood perfectly: to explore alternate economic systems, study how other countries have solved these problems already, and understand why so many people feel so strongly that our current iteration of American capitalism is unavoidable.
The answer became obvious. They often couldn’t imagine anything different. To move forward, we had to start thinking much, much bigger about money. Consider Money with Katie my fieldnotes from this journey: a place to get both a robust roadmap to financial independence and thoughtful conversations about how we can create a world where things like “financial literacy” aren’t life-or-death necessities.
Money With Katie started as a humble blog in April 2020 as the quintessential childless millennial pandemic project, a place where I set out to teach other young women about the magic of compounding returns. Baptized in the FI/RE movement in 2018, I saw personal finance as the way, truth, and light: a path away from dependence on any job, person, or situation that makes us feel trapped.
After a whirlwind acquisition in early 2022, I figured my new career path was laid out for me: Go the way of Suze Ormans and Dave Ramseys past and teach individual people how to manage their money, forever. Simple enough.
But after a few years, I noticed a problem with the “earn more, spend less, invest the difference” dogma I had once so faithfully embraced, and eventually, I couldn’t ignore it anymore: For the majority of Americans, personal finance is a necessary but insufficient answer for broader systemic challenges.
I wanted to make sense of a world I once believed I understood perfectly: to explore alternate economic systems, study how other countries have solved these problems already, and understand why so many people feel so strongly that our current iteration of American capitalism is unavoidable.
That's me
Give me 60-minutes now, to have a 10-minute money routine later.
I’ll show you how to set up your Wealth Planner Dashboard so you can see your net worth, cash flow, spending, and goals in one place.
Personal Finance For Women
I’ve designed a D.I.Y. wealth planner spreadsheet, and during this workshop I’ll show you exactly how to use it to plan your finances every month.
The 4-step system that turns aimless personal finance chaos into a tight, 10-minute monthly routine
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There’s a specific formula that estimates when you'll be able to stop working based on how you're living right now—which means you can adjust course based on actual numbers, instead of vibes and crossed fingers.
How to calculate your financial independence timeline (down to the year)
I’ll show you what to do at the end of each month to update your plan, track your progress, and make adjustments—so you can build wealth consistently without spending hours obsessing over every transaction or feeling guilty about your life choices.
The monthly check-in that makes money management simple
Reserve Your Spot – FREE
Trusted by more than 15,000 Rich People
"I’m really happy with my purchase! This is super useful and has a lot of features that I don’t feel like I could do myself and wouldn’t want to do without. I think they nailed the price point, now knowing more fully what is in it. I’ve told 4 friends already that I bought and love the planner—so money where my mouth is! I’m saying all this to people in my life as well! Thank you Money with Katie team!"
— Betsy
"Long-time listener, 3x Wealth Planner owner, first-time caller! I took a trip down memory lane to my OG Wealth Planner from 2023. January 2023 Net Worth overview reads, $21k invested assets total, and a negative NW (omitting real estate). Flash forward to present day 2025 Wealth Planner, and I have $135K of invested assets and a positive ~$160k Net Worth (again omitting primary residence equity & mortgage). Thanks for the interesting, palatable and actionable knowledge!!!"
— E.
“The most exciting part was seeing the growth in my assets and investments over 2024. I have been able to model my retirement and discovered that I can be financially independent in 8 years (I’m 47). I have used a few planners in the past, but Katie’s is by far the best”
— M.
“Long time reader and in my second year of using the Wealth Planner (last year I doubled my net worth!).”
— M.
You'll know when you’re estimated to reach financial independence based on your current lifestyle and habits—think: an actual year on a calendar that you can circle in Sharpie
After you watch my training, this is the goal...
You'll stop wondering if you're saving enough, because you'll have a spreadsheet that shows you the answer in cell G47
You'll see how to make financial planning a 10-minute monthly ritual instead of a panic-inducing annual event you avoid until April 14th
And most importantly—you can finally stop operating under the financial strategy of, "Contribute to my 401(k) and hope it works out somehow."
Watch this on-demand training to find out how you can use my D.I.Y. personal finance system to build wealth and be in control of your money.
Normal people can build wealth in 10 minutes / month
Reserve Your Spot – FREE
