Customized Wealth Planning Consultation

Hi, I’m Kim! With over 10,000 hours invested in my personal finance journey and as a graduate of the Registered Financial Planner (RFP®) Program, 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. My journey includes milestones like marriage, parenthood, and retirement planning. Helping clients navigate their financial challenges with tailored strategies for 1-on-1 or couple guidance is a joy that continues to inspire me.

Schedule a personalized consultation to craft a comprehensive wealth plan tailored fit to your needs.

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 to make sure you're on the right track.