Find the Certified Financial Planner™
Who's right for you.

Kathryn D. Song, CFP®

Katy Song Financial Planning

34 Meadow Dr
Mill Valley, CA 94941
Phone: (415) 272-3083

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Buying a Home
  • Career Change
  • Estate Planning
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Starting a Family
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Provide customized and comprehensive planning for families with young children and couples starting their lives together.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.