
Investing in Teens?
My financial planning practice focuses on
First we start with a 30-minute phone call to learn about your financial situation, ask questions, and to see if we are a good fit.
At the end of the consultation, we will recommend the right plan for you.
KSFP will then send you the Next Steps to:
Subscribe to my newsletter below to receive
Location: Mill Valley CA 94941
Phone: 415.272.3083
Email: katy@katysong.com
My financial planning practice focuses on
Most people develop their money mindset
Top 7 Financial Tips for Parents.
Top 10 Financial Tips for Couples.