AAPI
I’m committed to serving the AAPI community. When a plan reflects your life in context, decisions feel clearer and easier to stand behind.
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My Approach
Everleap is an independent, minority-woman-owned, fee-only, advice-only firm serving high-earning immigrants and Asian Americans. We empower clients to live their most authentic and fulfilling lives through fiduciary financial guidance.
The Clients I Serve
High Earning First Generation
As a first-generation immigrant, I combine technical expertise and lived experience to guide clients through life’s big transitions.
Women & Female Leaders
With corporate and founder experience, I help female professionals and leaders align their finances with their careers and passions.
Also: Millennials & GenZ
Major Milestones I Specialize In
Career Changes or Job Loss
Having made my own career leap, I help clients answer: Can we weather a job loss? Can I afford a career change?
Early Retirement or Financial Independence
“I’m burned out. When can I afford to step away?” I help clients answer that and design a life where work is optional.
Funding Education
How much should we save for our child’s education? I help families balance savings for children, retirement, and the life they want today.
Also: Getting Married and Starting a Family
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Many traditional financial plans focus on optimization without context. At Everleap, we take a different approach. We begin by listening, bringing a deep understanding shaped by our own lived experience. Then we help you clarify what a fulfilling life looks like, and align your finances to support it.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.