Does jargon around money feel like another second language ? You’re not alone.
As a 1st generation immigrant, I found money conversations to be intimidating - a feeling women may relate to.
Working women manage the big picture, the minutiae and everything in between - They work hard for their money and hoping their money can work for them when the need arises.
FWJ Planning specializes in financial planning for women-led households.
We’re a fiduciary, advice-only firm based in North Carolina and serving clients nationwide
“People will forget what you said or did, but they will always remember how you made them feel” - Maya Angelou
Through our advice-only approach, we focus on what matters most to you, even if you’re just starting out, when life happens or nearing retirement.
Education Planning
You aspire for your children to excel and scale to new heights
Legacy Planning
You want your family to be cared for in case of any eventuality
Caring for loved ones
You take care-giving seriously and are part of a sandwiched generation
Cross-Border Planning
You have family and financial ties across the borders
Cashflow Planning and Tax Planning
You need help with cashflow planning and growing your nest egg for secure future
Investment Planning
You want your investment portfolio to match your time horizon and your risk tolerance