Katy Song Financial Planning provides financial planning services, including cash flow and budgeting, retirement planning, real estate analysis, risk management, and estate planning. They offer several fixed-fee plans and hourly consulting. Katy Song Financial Planning does not manage investments or have discretionary authority over client accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
If you prefer continued financial coaching following the initial planning engagement, Katy Song Financial Planning offers a six-month Membership Program that includes:
- A single 60-minute coaching session to assess progress made on your goals and action items that had been addressed in your broad-based financial plan
- Ongoing (reasonable) access to a financial planner via phone calls/emails to provide you with financial coaching sessions
- Plan modifications based on refined goals, significant changes to you and/or your family’s financial position (i.e., change in employment or income, purchase or sale of a home or business, unique expenditure, inheritance, etc.)
- Comprehensive Plan: $7,800
- Strategic Plan: $4,800
- Essential Plan: $2,800
- One Page Plan: $980
One-Time Plan:$980 - $7,800
Hourly Rate:$400/hr
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