Katy Song
Financial Planning

Fee only financial advice for young professionals, couples and families.

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Financial planning is for everyone –
not just the very wealthy.

Everyone has financial goals. The hard part can be setting those goals and creating a roadmap to attain them. Financial planning provides the starting point and the process to adapt and achieve what matters to you most. 

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Financial Planning Services

Comprehensive
Financial Plan

The Comprehensive Financial Plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations…
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Strategic
Financial Plan

The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations…
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Essential Financial Plan

The Essential Financial Plan tackles your most pressing financial issues in a real-time 90 minute financial planning session…
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One Page
Financial Plan

For younger professionals who need their first plan.
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Financial
Update

Periodic updates to the financial plan for all clients who have completed the planning process where we review goal progress, investments, retirement allocations and get any financial questions answered.
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Ongoing
Coaching

On-demand financial advice. As a client, you have unlimited email/phone access, as well as the ability to schedule coaching sessions whenever you want.
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Top 7 Financial Tips for Parents

Media

See Katy’s latest videos below. To view all of Katy’s videos follow this link to her YouTube channel. Share videos with your friends and family.

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Top 10 Financial Tips for COUPLES

Who I Am

I’m the CEO and Founder of Katy Song Financial Planning, where I help young professionals, couples and families with young children stress less about money and live more. Over the past 17 years, I’ve guided more than 800 clients toward clarity, confidence, and financial freedom through judgment-free, actionable advice tailored to life’s milestones. 

My career spans corporate finance at Citi, fintech leadership as Chief Financial Planner at Domain Money, and over a decade of running my own successful practice. 

I hold a B.A. in Global Economics from the University of California, Santa Cruz (Go Banana Slugs!), and an MBA from UC Berkeley’s Haas School of Business.

Outside of work, catch me exploring the world, trail running, reading at the beach or walking my Golden Toby.

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