Katz has two children and several grandchildren through her marriage to Harold Evensky.
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On October 20, 2013, Katz received the Financial Planning Association's Heart of Financial Planning Award, granted jointly to Katz and her husband and business partner Harold Evensky.
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In 1990, she moved to Miami, merging her practice with those of Harold Evensky and Peter Brown to form Evensky, Brown & Katz, where she previously served as President and is now Chairwoman.
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