It takes a special strength to move from your community to a new land.

WHO WE WORK WITH

Our clients come from different backgrounds, and we love working with all of them. Our sweet spot is working with first-generation Americans and immigrants looking for guidance in pursuing their version of the American dream. We take a very collaborative approach which includes educating our clients on all thing’s personal finance.

FIRST-GENERATION AMERICANS

You are a foreign-born American citizen or resident, or your parents were born outside the U.S. You have strong cultural ties to your “home” country, and you want to respect those values in everything you do.

You work extremely hard; make a great living and you want to make the most of your available financial resources.

You have a burning desire to fulfill and secure your dreams for your families now and in the future. You are looking for answers to questions like:

  • How do I fund my kids’ college education?
  • Are my kids protected if something happens to me today?
  • How can I transfer my wealth to future generations?
  • Do I have enough insurance?
  • What retirement vehicles are available to me?
  • How can I maximize my employment benefits?
  • What tax strategies should I be considering with my investments?
  • How do I balance supporting my family here and overseas?
  • Can I afford that once in a lifetime trip back “home”?

IMMIGRANTS ON WORK VISAS

You are in the country on a work visa. You work in the STEM space as a doctor, engineer, scientist, etc. These are demanding careers that speak to your academic achievements.

They require you to be fully focused on the job; but that is no reason why your finances should take a back seat as you settle into your new life.

It is easy to get overwhelmed with all the financial decisions you have to make, and very easy to get your American dream derailed.

We understand these challenges and we’ll walk with you every step of the way as you tackle questions like:

  • How does the financial system work?
  • What company benefits should I be signing up for?
  • Can I save into my company’s 401k?
  • How much should I plan on having in my emergency fund?
  • How do I deal with stock options if granted?
  • Can I afford to buy a house, and should I even be considering it?
  • What type of insurance should I be getting for my family?
  • How do I file taxes?