All About You
- Are you confused by different investment options (CD, T Bill, Stock, Bond, Mutual Fund, ETF) and various retirement savings plans (401K, ROTH IRA, Traditional IRA) and how they impact the speed of wealth creation for you?
- Are you living pay-check-to-pay-check, stressed by a lot of debts, and want to pay them off faster?
- Do you worry about inflation and want to know how much you need to save for different goals, e.g., buying a house, funding kids’ colleges, or retiring early so you can enjoy life more?
- We can help! You will get the benefits of debt reduction and wealth generation.
Our Expertise
- With 25+ years of experience in the financial services industry, successfully developing financial products, and growing personal wealth, we thrive on sharing our experience and knowledge to help you to achieve your financial goals.
- Our expertise can help you in early-career, mid-career, near or in retirement; single, married, or divorced.
Our Approach
- We listen to you empathetically and do not judge you.
- We offer unbiased answers as we do not sell products.
- We work with you to understand your needs, goals, and resources in order to develop a customized financial plan.
- We keep your information confidential.
- A swimming coach teaches people to be good at swimming. A financial coach teaches people to be good at money management - an important skill providing life-long benefits.
- You see doctors for physical health check ups. Let's do a financial health check up and see how you can improve it!.