landscape

Money changes your lifestyle starting the day you are born.  If you're like most, you never learned to manage your finances.  Learning by doing is great, but if you're stuck in a negative cycle, it gets overwhelming.

Or maybe you've done everything the "right" way.  Got amazing grades in school, graduated at the top of your class, chose a safe and high earning job.  But do you feel comfortable with money?

 

My Story

I’m an investor, financial wellness expert, and Chartered Financial Analyst charterholder with nearly 2 decades of financial experience.  In my 20s I worked on trading floors at investment banks and also as a hedge fund portfolio manager.  My focus has floated from institutional derivatives in financial markets to wealth management, real estate and alternative investments, and digital assets like online businesses and crypto. 

I offer marketing strategy and copywriting for financial services and SaaS companies(invite-only). I've previously offered money coaching services for busy families and entrepreneurs, and I'm happy to help mentor women who want to start financial copywriting.

In my "spare" time, My daughter and I run a bilingual Chinese-English podcast with engaging content for Chinese learners.

Before my professional career, I spent my childhood in a money struggle that left me determined to rock my finances.

Highlights:

  • Balancing the family checkbook and writing checks as a 10 year old
  • Tracking and planning the family budget in between homework
  • Digging my parents out of debt through bankruptcy
  • Providing financial support to my family and planning for healthcare costs
  • Navigating financial markets on Wall Street through the 2008 crisis
  • Achieving financial freedom
  • Growing digital assets such as online businesses/crypto
  • Living abroad as an expat in 5 countries, taking advantage of geographical arbitrage
  • Designing a nomadic, location independent lifestyle with a child
  • Raising a family with a mindset of abundance, in a trilingual/cultural environment
  • Traveling the world to 57 countries on 6 continents

I wanted to retire by 29.  That vision for me not only (kind-of) rhymed, but it would leave me free to pursue true fulfillment and spend time on my passions.  

As hard work and a bit of luck would have it, I started designing a location-independent lifestyle.  Having a spouse and children, including one with special needs, changed some of my equations, but I'd started down this path of freedom and it's taken on a life of its own.