Common Topics
Message from Jason
As a Chinese immigrant, it can be hard to feel a sense of belonging.
I struggled to find places where I was American enough, or Chinese enough, and often felt in-between.
I started CoPlanning as a way to give back, and build an inclusive community. Access to financial empowerment can be intimidating for immigrant families, and I know first-hand how much harder life can be without reliable financial guidance.
I hope to offer as many individuals and families with a sense of hope, possibility, and change, through the power of great financial planning.
Why CoPlanning Financial?
As a fee-only financial planning firm, our only motivation is to give you the best possible financial guidance. We have no agenda (other than your agenda).
No Commissions. Just Advice.
Mandarin + Cantonese Speakers
Our founder and principal advisor is fluent and can communicate with you comfortably.
Serving Asian-Americans, primarily.
We were founded to serve the Asian-American community, supporting their unique experiences and challenges and creating a space of understanding.
