Katy Song Financial Planning is a fee-only financial advice practice founded by Katy Song, CFP®, and based in Mill Valley, California. The firm helps young professionals, couples, and families with young children feel less stressed about money and make progress toward their financial goals. Its approach combines clients’ numbers with their goals and values, offering judgment-free, actionable recommendations tailored to life’s milestones.

Services include comprehensive, strategic, and essential financial plans, as well as a one-page plan for younger professionals seeking a first roadmap. Clients can also access financial updates, financial alignment support, and ongoing coaching, including email and phone advice and scheduled coaching sessions. The firm’s planning options range from focused advice on selected financial areas to a 90-minute session addressing pressing concerns.

Katy Song reports 17 years of experience and having guided more than 800 clients. Her background includes corporate finance at Citi, fintech leadership as Chief Financial Planner at Domain Money, and more than a decade running her own practice.