Just Ask Chin!
Stop Procrastinating.
Start Planning.
Schedule a Free 30-min. consultation with me to learn
how I can help you get your finances in order.
Proven Strategies that Fit Your Financial Vision.
Build a custom financial roadmap
Together we'll craft an easy-to-follow budget by identifying smart spending habits that fit your lifestyle and optimizing your savings strategy through a personalized financial needs analysis.
Uncover your savings potential
We'll dive into your day-to-day expenses to discover areas to splurge and save smarter based on your unique financial situation.
Plan for a major life goal
Want to save for a house? Or a child's college fund? I'll help you put a plan together that lets you save incrementally while getting rid of your debt.
Prepare your emergency fund
You never know when chaos will strike. We'll hope for the best, but make sure you're prepared for the worst.
A Licensed Financial Advisor You Can Trust with Your Future
Hey there! I'm Chin.
With 7 years in the financial services industry, I'm confident I can help you with any of your finance questions, plans, and dreams.
When I'm not helping folks like you get their financial affairs in order, I'm spending time having great conversation and laughs with family and friends.
I'd love to learn about your life & financial goals—let's chat!
Getting started has never been so simple:
01
Book a no-pressure call so we can
chat about your financial
needs and goals and see if we're a good fit for each other.
02
If the shoe fits, we'll set up strategy
sessions to craft a customized
financial analysis with an implementation plan.
03
Implement your plan, track your progress, and start
making more, saving more, and hitting your goals each month!
Ready for a change?
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