Kathryn Song

Katy Song Financial Planning offers a six-month Membership Program for clients who prefer continued financial coaching following an initial planning engagement. This program includes:

• A single 60-minute coaching session to assess progress on goals and action items
• Ongoing reasonable access to a financial planner via phone calls and emails
• Plan modifications based on refined goals or significant changes to your family's financial position

• Comprehensive Plan — $7,800 fixed fee for a broad-based personal financial plan, intake and delivery meetings, implementation support coaching sessions, and six months of email and telephone support
• Strategic Plan — $4,800 fixed fee for targeted financial planning services
• Essential Plan — $2,800 fixed fee for focused financial planning assistance
• One Page Plan — $980 fixed fee for streamlined financial goal-setting
• Hourly consulting — $400 per hour, billed in 30-minute increments, for any additional assistance outside the scope of standard engagements