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Contact Information
Raleigh Durham Triangle, NC
Meets Virtually:
Meets In-Person:
Accepting New Clients:
About Me
"When financial matters seem like a 2nd language."
You may be foreign born, head of household or in a woman-led household, where financial matters seem foreign or too complicated to understand.
That's where FWJ Planning comes in. As Founder and Lead Planner, I offer financial advice, either in a comprehensive or specific needs based engagement. I'm familiar with cultural flavors to money, having travelled across continents, building a family and a financial base from ground-up, switching careers, states and now arriving at my #Ikigai - serve households in similar life stages as they grapple with complexities of raising a family away from native home or in a primarily lead role in the household.
Tax Preparation and Planning, Cross-Border Planning, Retirement Planning, College Planning, Buying a Home, Elder Care planning, College Planning, Investment Planning, Cash-flow Planning, Legacy Planning and Estate Planning are few of the areas I assist my clients with.
I have an MBA from UNC Chapel Hill and am licensed as an Enrolled Agent to practice in front of the IRS. I am a Certified Student Loan Planner (CSLP) and an Accredited Investment Fiduciary (AIF).
I offer engagements scoped based on specific client needs - as one size doesn't fit all. I've been a Professional for 6+ years. My Tax Services are listed at at www.fwjtaxprep.com
$75
Monthly:
$75+/mo
One Time Fee:
$2,500+
Hourly:
$200+/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
Women
Female Breadwinner
Immigrants
Cross-Border
Families with Children
Investments
Tax Strategies
Budgeting
Debt & Credit
Employee Benefits
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.