25+ Years Experience
About Us
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.
- Empowering families through personalized, goal-driven financial planning.
- Providing guidance, education, and accountability for financial success.
0 K +
Global Country
0 K +
Satisfied Clients
0 K +
Company Growth
0 K +
Global Award
Service
Financial Planning Services
KSFP focuses on families with young children and couples starting their lives together. Why? Because these are critical years when you are starting a family, buying a home, and growing your earnings.
Ongoing Support To Keep You On Track
BIO
Who I Am
Raised in Rye, New York, I moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!).As a Chief Executive Officer of Katy Song Financial Planning, I’m dedicated to helping you stress less about finances and embrace the lifestyle you want by sharing judgment-free financial guidance and clear, simple advice tailored to your life’s milestones.
Wealth Expertise
Personalized Advice
Watch Our Video
See How We Empower
Your Financial Future
Work Process
How it works
01
Secure your client spot
Logged in users can view fuled this social of service
01
02
Upload information to your private Dropbox folder
Can you turn it around in photoshop so we can see more
02
Upload information to your private Dropbox folder
Can you turn it around in photoshop so we can see more
See Moe03
Schedule your first call
There are more projects lined up charge extra the next
03
- Discover Smarter Planning For Every Life Stage
- Meet Your Guide To Financial Peace Today
Why Choose Us
Why Families Trust Us With Their Future
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.
Abundance vs. Scarcity Money Mindset
Simple, actionable advice
Our Case Studies
Our Latest Case Studies
- Fiduciary, client-first approach
- Judgment-free financial guidance
“Most Terrifying Experience of My Life”
Financial
Is it time to buy an EV?
Financial
Investing in Teens?
Financial
Testimonials
What Our Clients Say
Lorem ipsum dolor sit amet consectetur adipisicing elit. Fugiat nobis fuga dolor consequatur, rerum libero recusandae. Eius deleniti nesciunt sed.
David Smith
Manager
Lorem ipsum dolor sit amet consectetur adipisicing elit. Fugiat nobis fuga dolor consequatur, rerum libero recusandae. Eius deleniti nesciunt sed.
Selena Smith
Manager
Lorem ipsum dolor sit amet consectetur adipisicing elit. Fugiat nobis fuga dolor consequatur, rerum libero recusandae. Eius deleniti nesciunt sed.
John Doe
Manager
Lorem ipsum dolor sit amet consectetur adipisicing elit. Fugiat nobis fuga dolor consequatur, rerum libero recusandae. Eius deleniti nesciunt sed.
Emily Cooper
Manager
Faq
Frequently Asked Questions
Are we living within our means?
Lorem ipsum dolor sit amet consectetur adipisicing elit. Nesciunt aliquam quasi eaque explicabo at nulla. Fuga libero laudantium deserunt ex!
Can we afford another baby?
Lorem ipsum dolor sit amet consectetur adipisicing elit. Nesciunt aliquam quasi eaque explicabo at nulla. Fuga libero laudantium deserunt ex!
Should we move or remodel?
Lorem ipsum dolor sit amet consectetur adipisicing elit. Nesciunt aliquam quasi eaque explicabo at nulla. Fuga libero laudantium deserunt ex!
Are we on track for retirement?
Lorem ipsum dolor sit amet consectetur adipisicing elit. Nesciunt aliquam quasi eaque explicabo at nulla. Fuga libero laudantium deserunt ex!
If You Need To Contact Your
Finance Company
- Personalized life-stage planning
- Proven, holistic planning process
Fee only, objective financial planning and advice focused on families with young children and couples starting their lives together.
Call if Emergency!
+1 415-272-3083Call if Emergency!
415.272.3083Ready to Begin Your Money Journey Today
Blog
Our Latest Blogs
24
Mar
2024
The Monthly Credit Card Bill
Lorem ipsum dolor sit amet consectetur, adipisicing elit. Optio repellendus, repudiandae voluptatibus quam voluptatem voluptate dolor ipsam iure consequatur facere
Read More
24
Mar
2024
Micro Financial Planning
Lorem ipsum dolor sit amet consectetur, adipisicing elit. Optio repellendus, repudiandae voluptatibus quam voluptatem voluptate dolor ipsam iure consequatur facere
Read More
