Contact KSFP

Book a consultation. It's free and we guarantee it will make you feel better.
Katy Song, CFP, founder of Katy Song Financial Planning
Opening Hours

Monday – Thursday
9am – 4pm

Our Location

Mill Valley
California, 94941

LET’S GET STARTED

Financial planning is for everyone—not just the very wealthy. Determining financial priorities and setting short and long-term goals is critical for every couple or family who wants to be confident that they are making the right financial choices. I take great pride in using my expertise for your and your family’s benefit and look forward to hearing from you.

CFP� and CERTIFIED FINANCIAL PLANNER� are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.