You

You're a mid-career working professional or executive in your 30s -40s.

You're a kid of an immigrant or "first-gen" high earner, earning $200K+/yr as a household.

You're thinking through questions like: am I on track, will I have enough to take care of my family and live the life I choose, how could I optimize my investments and tax strategy further?

You're looking for a dedicated and reliable expert to give you time and energy back for what you enjoy, and to help you navigate major money decisions.