Our Clients
Growing Families
Many of our clients have children, or are in the planning stages. They might be buying a home.
These major life moments benefit from smart financial planning.
Asian-American
Our firm is focused on creating a welcoming and understanding space for Asian-Americans, with unique challenges, priorities, and experiences.
Want an Active Partner in their Planning
For us, the plan is just the beginning. We know it takes a lot to turn it into a reality.
We partner with our clients to implement the plan, so they can focus on their families.
Our clients want an advisor who listens closely, and really understands them.
Meet the Founder
Jason's life completely changed when he achieved financial independence.
After a career working for private firms, Jason Co had a realization. He wanted to serve others and focus on his marriage and son, something he found difficult to do with the rigidity of his current lifestyle.
He leveraged his background as an engineer to learn about financial planning and the power of financial independence. In implementing these major changes, he found a freedom that opened doors for himself, and changed his family's future.
CoPlanning Financial was founded to offer this creative approach to the lives of others.
Jason's Family
Creating an inclusive space for Asian-Americans and immigrants
It can be difficult to find high-quality, tailored financial guidance that isn't predatory or driven by an agenda.
CoPlanning Financial was designed to be a safe and welcoming space, where Asian-Americans and immigrants can feel seen, understood, and given access to the best possible financial advice.
Designation:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
FAQs
Do I need a certain amount of assets to work with you?
No, we don't have any asset minimums to work together. We want to make great financial guidance available to as many people as possible, and are focused on helping people to rebuild as well.
Do you sell products?
We do not sell ANY products. We offer financial advice purely in your best interest. There are no commissions, bonuses, or incentives.
That's why we're a Fee-Only firm.
How much does it cost to work with you?
Our pricing is based on complexity. We can give you an accurate fee schedule after an initial conversation.
What does financial independence mean for you?
For the founder, Jason Co, financial independence meant flexibility. More time with family. A lifestyle that stretched beyond the 9 to 5.
We help our clients define their own financial goals, and figure out what financial independence might look like to them.
