Katy Song Financial Planning

We found Katy after meeting with several other financial advisors and knew from our first session that we would work with her. From the outset Katy's approach was different. She wanted to get to...

Starting to Build Our Financial Future: We were new to personal finance and had finally reached a position where we could think about saving and investing. Katy offered packages that were perfect...

We have been working with Katy for about 7 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and...

I highly recommend Katy. She has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial...

Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing...