Help you to reduce debt, grow wealth, get financial freedom

In this free consultation video call, we will discuss, at a high level, your financial situations, which of the service(s) described below are applicable, and how we can work together to achieve your financial goals faster.

A swimming coach teaches people to be good at swimming.  A financial coach teaches people to be good at money management, reduce debt, grow wealth, and secure their financial future.

Let's get started on your road to financial success!

You are very happy that you have a high paying job or you just become debt free!  You wonder how and where to start investing for your future and grow wealth faster.

There are many types of investment accounts and asset classes that can have a big impact on your taxes and on how much your money can grow over time. In this coaching service, we explain the concepts and illustrate them with your specific income data, financial goals, and risk tolerance level. You will be empowered to implement the agreed action items to achieve your financial success!

"A dream without a plan is just a wish".  Let's develop and execute a plan for your Wealth Building goals!

More than 50% of workers (young and old) and most retirees fear that they will outlive their savings. High inflation and high medical cost make it even more important to accumulate wealth during working years and protect wealth during retirement years.

In this coaching service, we offer a financial health check up and go from understanding your goals, reviewing your net worth and portfolios; calculating how much you need to save towards your retirement goals; to teaching you about different investment asset classes, proven ways for money to grow, and tax-efficient retirement savings plans and withdrawal plans. 

"A dream without a plan is just a wish".  Let's develop and execute a plan for your Retirement goals!

More than 70% of Americans live pay check to pay check and many of them are stressed with a large amount of expensive debts.

In this coaching service, we go from reviewing your challenges, monthly income & expenses to teaching you proven ways to eliminate debts. We develop ideas to reduce your debt faster and help you by holding you accountable to the agreed action items. 

This will position you better to build wealth for yourself and not for others!

"A dream without a plan is just a wish".  Let's develop and execute a plan for your Debt Reduction goals!  

You are a parent or expecting your first child and are excited and stressed at the same time. You wonder what steps you should take to protect / support the growing family and how to prioritize the different financial needs for yourself and your family.

In this coaching service, we do a current financial snapshot, analyze your monthly cashflows, and explain various methods to save for your children's education and other financial goals. We factor in cost and tax implications and recommend a list of action items. This financial GPS for parents will help reduce stress and guide you on a good path to improve your family’s financial future. 

"A dream without a plan is just a wish".  Let's develop and execute a plan for your Education Saving goals!