Does jargon around money feel like another second language ? You’re not alone.
As a 1st generation, naturalized American, I found money conversations 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
Paying for college or re-paying your student loans keeps you up at night
Legacy Planning
You want your family to be cared for in case of any eventuality. After all, Life happens!
Caring for loved ones
You take care-giving seriously and are part of a sandwiched generation between caring for your children and parents.
Cross-Border Planning
You have family and financial ties across the borders and can’t keep up with myriad of tax law changes
Cashflow Planning and Tax Planning
You need help with planning your cashflow and growing your nest egg for a secure future
Investment Planning
You desire that investment portfolio returns match your time horizon and your risk tolerance