Assessing your financial health.
We approach financial planning like a medical doctor would assess the state of your health. First, we interview you to understand your objectives 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 analyzing 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 that begin pulling your dreams closer to reality. We use a holistic and integrated approach to address both your financial and lifestyle issues.
Traditional values. Modern methodology.
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, and we apply this knowledge with all our clients, especially those of Asian heritage. One example of this is respecting the elders of a family and communicating in their native language so 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, including Mandarin, Cantonese, Taiwanese, Shanghainese, Japanese and Fujianese.