Children of Older Immigrants
Many older Asian immigrants have critical financial issues, but too often they simply won't listen to urging from you.
We can work directly with your parents to provide straightforward guidance and managed implementation, removing worry and putting your loved ones in good care.
Top Priorities:
Resolving disorganized accounts
Setting Up Low-fee Investments beyond cash + CDs
Social Security Planning
Preparing For Retirement
As you approach retirement, financial planning takes on even more significance. We work with you to give you confidence and clarity on your retired life.
Top Priorities:
Social Security Planning
Tax-efficient Retirement
Resolving the
"Have I Saved Enough?" Question
Career + Family Focus
Smart financial moves can have a huge impact on future possibilities. We support families and career-focused people to envision the life they want.
Top Priorities:
Thinking Through Big Decisions
RSUs:
Risk + Tax Management
Wanting a More Intentional Life
Our Firm is Dedicated to Supporting Asian-Americans in These Typical Situations:
We strive to create an experience you won't find anywhere else.
THIS IS 1:1
A Real Relationship
WE ZOOM IN
Depth + Details
JUST FOR YOU
Completely Personalized
Meet the Founder
Jason's life completely changed when he achieved financial independence.
After a career working for private firms, Jason Co had a realization. He wanted to serve others and focus on his marriage and son, something he found difficult to do with the rigidity of his current lifestyle.
He leveraged his background as an engineer to learn about financial planning and the power of financial independence. In implementing these major changes, he found a freedom that opened doors for himself, and changed his family's future.
CoPlanning Financial was founded to offer this creative approach to the lives of others.
Jason's Family
Creating an inclusive space for Asian-Americans and immigrants
It can be difficult to find high-quality, tailored financial guidance that isn't predatory or driven by an agenda.
CoPlanning Financial was designed to be a safe and welcoming space, where Asian-Americans and immigrants can feel seen, understood, and given access to the best possible financial advice.
Designation:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
FAQs
Do I need a certain amount of assets to work with you?
No, we don't have any asset minimums to work together. We want to make great financial guidance available to as many people as possible, and are focused on helping people to rebuild as well.
Do you sell products?
We do not sell ANY products. We offer financial advice purely in your best interest. There are no commissions, bonuses, or incentives.
That's why we're a Fee-Only firm.
How much does it cost to work with you?
Our pricing is based on which kind of relationship is best for you, and then on complexity of your needs.
CoRetire is our flagship ongoing relationship, and our most popular service. You can see pricing here >
TotalPlan is our short-term relationship, and you can see pricing here >
*We can also give you an accurate fee assessment after an initial conversation.
