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Need a comprehensive "Wealth Planning" guide?

Hi, I’m Kim! I’m passionate about creating personalized financial plans that put my clients’ interests first. I’m independent, with no ties to insurance or finance companies, ensuring unbiased advice.

1:1 customized advice

No commissions

No products

No sales pitch

No recurring fees

This is for you if you want a comprehensive wealth plan based on your cashflow, net-worth and financial goals. Have questions on 1-2 topics about your investments or want to check-in and make sure you're on the right track.

Schedule an appointment