As many of my clients would agree, I love to teach. The knowledge that I provide enables my clients to make their own educated and unbiased decisions. My goal is to guide them through planning for their “Golden Years” with concise and transparent information. With going on 17 years of experience, my belief in being a creditable educator is by continually educating myself. Part of life is our ability to never stop learning.
In today’s fast paced world where most interactions are a lot less personal, I strongly believe and take pride in the “old fashioned” way of doing things. I offer one-on-one consultations that enable me to build long-lasting relationships with you as my client.
My career is balanced with putting priorities in their proper place. Spirituality and family are more important than anything else. We cannot bring money with us when we pass away, nor would we wish we had made that extra investment. Money will never buy true lasting peace and happiness, and it can never buy time that we lost with friends and family.
So, as a family, we spend much of our time each week in spiritual activities, such as volunteering in the ministry and in our congregation. We enjoy learning about our Chinese culture and language. We also enjoy many sports, from tennis and swimming to snowboarding and skiing. We treasure our time together, and many of my clients have told me, “they grow up before you know it.” Yes, how true that is!
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