We perform our own research and do not rely on standard asset allocations alone. The CFP© designation is recognized as the gold standard of excellence for competent and ethical financial planning.

As a first-generation immigrant minority owned business, we are uniquely positioned to help our clients through challenging financial situations.

As a first-generation immigrant minority woman financial planner, we are uniquely positioned to help our clients through any financially situation and put them on the path to financial stability and success. We specialize in financial planning for immigrant families and strong independent women who have both worked hard to create an identity for themselves against all odds. There is a dire need for immigrants and women today to be financially savvy through all aspects of their life. If you are just starting out in your career, or are an established career person, married, divorced, or just lost a life partner, you need emotional and financial stability. There are several avenues to find emotional support through family and friends, but very few to provide an objective sound financial advice. This makes us different from the rest.