Katy Song Financial Planning
Business details
- Category
- Financial Services · Financial planner
- Address
- 34 Meadow Dr, Mill Valley, CA 94941
- Phone
- (415) 272-3083
- Website
- katysong.com
- County
- Marin County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: Closed
- Friday: 9 AM–2 PM
- Saturday: 9 AM–2 PM
- Sunday: Closed
About
Katy Song Financial Planning is a financial planning practice in Mill Valley focused on helping individuals and families build clear, confident plans for every stage of life. We begin by getting to know you and your big picture, including your priorities, goals, concerns and comfort with different types of investments, so the plan we build reflects what you truly need.
Our process is thoughtful and organized, and we explain our recommendations in plain, down-to-earth language so you always understand the reasoning behind them. We bring deep planning knowledge and experience working with clients across Marin County and the wider Bay Area, including professionals and homebuyers facing major financial decisions.
Many of our clients have worked with us for years as their circumstances change, and they tell us the guidance gives them lasting peace of mind.
If you're ready for a financial partner who listens first and plans with care, visit our website to get in touch.
Our process is thoughtful and organized, and we explain our recommendations in plain, down-to-earth language so you always understand the reasoning behind them. We bring deep planning knowledge and experience working with clients across Marin County and the wider Bay Area, including professionals and homebuyers facing major financial decisions.
Many of our clients have worked with us for years as their circumstances change, and they tell us the guidance gives them lasting peace of mind.
If you're ready for a financial partner who listens first and plans with care, visit our website to get in touch.