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We Support Asian-Americans in Navigating Major Life Stages:

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Career
and Family Focus

Creating a more intentional life through smart, personalized financial moves

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Preparing
For Retirement

Maximizing retirement readiness and minimizing lifetime tax impact.

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Caring For Immigrant Parents

Working directly with older immigrant parents to make critical financial progress

We offer two great ways to work together:

Short-Term Planning

  • In-Depth Exploration

  • 3-Month Process

  • SCENARIO LAB Lifestyle Forecast

  • DIY Implementation

or

Ongoing Planning and Investment Management

  • Investments + Implementation Managed For You

  • Regular Advisor Access

  • Continual Progress

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"Financial Planning Gave Me Freedom"

CoPlanning was founded by Jason Co, a CERTIFIED FINANCIAL PLANNER™ with roots in Hong Kong and the American Midwest.

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Your family deserves the best possible financial advice.

Flat fee, fee-only financial planning to support Asian-Americans at major life stages.

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We Are a 
Proud Fiduciary.

This means we are legally committed (and obligated) to put your interests and needs first, at all times.

No sales agenda, commissions, or hidden incentives.

Retiring comfortably at 60 with $2.5M in 401k and IRA accounts | CFP® Case Study

Retirement planning can feel overwhelming, but with the right strategies, it’s possible to turn uncertainty into confidence. Two years ago, I began working with a couple, aged 59 and 56, who wanted to know if their $2.5 million savings would support their retirement and how to manage the tax implications of their pre-tax accounts, which totaled $2.1 million.

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Let's work together on your financial goals.

Schedule a free introductory meeting to see if we'd be a good fit. 

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