top of page
finances is more than numbers

Your family deserves the best possible financial advice.

Fee-only financial planning for individuals and families. 

Plan Development

We'll craft a comprehensive financial plan based on your unique situation and needs. 

financial independence to spend time with children

Ongoing Planning

We'll implement the plan with you and work together on important topics. Get access to a dedicated planner.

empowering asian american through financial planning

Investment Guidance

We can watch over your investments and make moves so you don't have to. Rest easier knowing we're looking out for you.

multigenerational financial planning for asian and chinese immigrants

What We Do

financial independence to spend time with children

We're Thinking About Your Future.

Can a decision you make today have a big impact on your life in 10 years? Absolutely.

​

Our planning is watching out for your long-term future, and is geared towards making the best possible moves.

Meet Jason, Your CoPlanner

CoPlanning was founded by Jason Co, a CERTIFIED FINANCIAL PLANNER™ with roots in Hong Kong and the American Midwest.

Jason Co, CFP® is Chinese Mandarin Cantonese speaking CFP® and Financial Advisor

Complete Early Retirement Case Study

Watch this video to find out how I advised a couple in their 40's to achieve early retirement at age 50. We looked at their pensions, Social Security, and retirement savings to come to a comprehensive recommendation involving the use of 72(t) payment SEPP, a 5 year Roth conversion ladder, target date maturity bond ETFs, and an optimized pension and social security claiming strategy that maximize expected lifetime income.

Get Resources, Videos, and Tips

Sign up to be the first to know about new videos and other updates.

Thanks for submitting!

Let's work together on your financial goals

Schedule a free introductory meeting to see if we'd be a good fit. 

helping immigrant parents with retirement
bottom of page