CoPlanning Financial
CoPlanning Financial was founded in order to create a space for Asian-Americans and Cantonese and Mandarin speaking immigrants to feel seen, and have a trusted partner in the unique challenges faced by these communities.
We offer one time flat fee plans and ongoing service on financial planning and investment management with an emphasis on taxes, with no minimum asset requirement. Our asset management fee is 1% for the first $1M and 0.2% for assets over $1M.
CoPlanning is a space to serve, to talk through financial challenges like caring for aging parents, and to feel like you have someone watching out for your needs. We're eager to meet with people and families who are looking for quality, honest advice, and encourage anyone interested to reach out with questions or a meeting.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.