“Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! .....Can't say enough about how grateful I am to have found Katy.”

– Carrie B., Portola Valley, CA

“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 our first home. She's down to earth and able to simply convey complex concepts so that you're able to understand your entire financial picture with ease.”

– Jeff R., San Francisco, CA

“Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.”

– Erik P., San Francisco, CA

“As a tech “dad” of two kids under 5, I can’t think of a more relevant financial planning guide that speaks directly to me and my husband’s situation. I really loved the current benchmarks and rules of thumb she includes. There are some clear actions I am going to implement stat to our own household finance strategy.”

– Jon V., San Francisco, CA