Katy Cook

Use money to live the life you want.

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Abacus Financial Planning Katy Cook
Kirkland, Washington

Serving Clients Nationwide

Use money to live the life you want.

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Investing
  • Living in Retirement
  • Setting Up Retirement Accounts

About Me

Katy Cook is a Principal at Abacus Financial Planning and 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.

While teaching, Katy gravitated to the “guide on the side” model of teaching, rather than the “sage on the stage” model. This is a great fit in financial planning, where Katy provides gentle support on the side. She continues to teach finance and business classes at Southern New Hampshire University.

Katy volunteers with non-profit organizations that support children, family health, and education through board and committee work. She previously served in AmeriCorps offering financial support services for people with low income or developmental disabilities. She serves as a volunteer tax preparer, though you can’t pay her enough money to do your taxes.

Affiliations

  • Fee Only Network
  • Garrett Planning Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

98034

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

If you are ready to start working on your finances today, please click the 'Book Intro Call' button above to schedule an introductory meeting. This meeting is an opportunity for me to learn about you and what you’re looking for. You have a chance to learn more about the firm and ask questions.

Offers Investment Management

Yes

About our Firm

Abacus Financial Planning guides you through the complexity so you can make the right decisions for you and your family.

Abacus Financial Planning is a fee-only fiduciary focused on giving tailored financial advice to women, their families, and people historically underserved by the financial industry. We specialize in helping people make decisions around retirement and equity compensation (and sometimes a combination of the two). We offer financial planning and investment management services.

Education

Katy 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.

Volunteer Experience

Katy volunteers with non-profit organizations that support children, family health, and education through board and committee work. She previously served in AmeriCorps offering financial support services for people with low income or developmental disabilities. She serves as a volunteer tax preparer, though you can’t pay her enough money to do your taxes.

Badges

Hobbies and Interests

  • Animals
  • Board Games
  • Family
  • Reading
  • Walking
  • Yoga

Who We Serve

  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance