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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. 

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Ongoing Planning

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

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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.

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What We Do

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We're Thinking About Your Future.

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

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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

Index Funds vs ETFs vs Mutual Funds

Watch this video to find out the pros & cons of Index funds vs mutual funds, index funds vs ETFs, ETFs vs index funds, and ETFs vs mutual funds. You'll also get a beginner-friendly explanation on what is a mutual fund, what is ETF investing, and index funds explained.

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Let's work together on your financial goals

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

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