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Our Approach

Assessing Your Financial Health

We approach financial planning like a medical doctor would assess the state of your health. We first interview you to understand your concerns and the worries that keep you up at night. Throughout this process we uncover your dreams and emotions, some of which are buried deeply in your daily routines. The next step is to analyze your financial matters to evaluate what’s working and what’s not. Once we have a good understanding of where you want to go financially and in life, we create strategies to pull your dreams and reality closer. We use a holistic and integrated approach to address both your financial and life style issues.

Many of our advisors are from Asia but have lived most of their adult life in the United States. We have a deep understanding of both cultures and family dynamics. We apply this understanding with all our clients, especially those of Asian heritage. One example of this is communicating and respecting the elders of a family in their native language so that they feel most comfortable expressing themselves. At the same time, we recognize the individual needs of the younger generations of American-born children and grandchildren. We integrate the wishes and goals of all generations in our solutions. Our advisors are proficient in many languages such as Mandarin, Cantonese, Taiwanese, Shanghainese, Japanese and Malay.