About you

You are smart and capable.  You are very good at doing, but your essence is Being.  You have the means (six-figure income and/or a seven-figure net worth), but want to transform it into something that matters – financial flexibility and freedom – because you long to: 

     ·       Do meaningful work.

     ·       Start your own business.

     ·       Care for yourself or others.

     ·       Live closer to family or nature. 

     ·      Travel the country or the world.

     ·      Volunteer part-time or full-time for a worthy cause.  

But, you don’t have the time, interest, energy or frame of mind to figure out where you are financially; where you need to be; what you need to do (next). Still, life happens. You may have just celebrated a milestone birthday; transitioned into a new job or career that offers a lot of opportunities; gotten engaged; received a life-changing diagnosis; so on. 

As a result, there’s a greater sense of urgency in getting your financial house in order so as to secure your future.

You are looking for a financial planner: 

     ·       Who is compassionate and capable.

     ·       Who takes into account your past, but sees it as a stepping stone to your future.  

     ·       Who doesn’t just want to understand your financial goals, but also your life and values so as to make recommendations that align with your heart and head.

     ·       Who will work patiently and methodically with you to get you there.

Am I okay? Will I be okay?

Schedule a free consultation and let’s start the conversation.

About me

While our stories may differ in particulars, they are likely similar in themes.

I was born in South Vietnam near the end of the Vietnam War. The years that followed were bleak. My parents loss their business. My father was sent to a Communist “re-education” camp (aka labor camp) for over 3 years. Our family felt forced to escape Vietnam in 1980 by walking through minefield-laced Cambodia left from the Khmer Rouge’s short reign of terror. We lived in various refugee camps through Southeast Asia for about a year or so and eventually resettled in the United States (Indiana) and began the hard task of rebuilding our lives.

People often asked me why Indiana. The reason was that my parents wanted my brother and I to learn English and assimilate to American society as quickly as possible. Little did they realize that I’d have to spend a small fortune as a young adult trying to work through my “identity issues.”

A young, Asian family of four in the early eighties.
A picture of smiling, middle-age, Asian woman sitting with at her desk.

Once in the states, all these events hardwired within me a strong desire to survive through achievements. Growing up, I unconsciously slipped into a pattern of trying to live up to parents’ expectations rather than cultivating and pursuing my own dreams. After all, they’d sacrificed so much to give us a better life. The least I could do was make sure that their sacrifice and hard work paid off.

In my early 20s, my mother developed cancer, which  ultimately left her disabled. My sense of responsibility and obligation to my parents intensified; I felt that I’d let them down. So, I began to work even harder in managing their investments; in grad school; at work. But, all was not well. Underneath all these activities was a growing resentment and anger from a life deferred.

Fortunately, the Universe is kind. But sometimes it masks its compassion by allowing us to fall (hard). At age 35, I hit a physical and mental wall. Having quit my job at a big high-tech company a year earlier, I found myself sitting across a therapist who diagnosed me with PTSD. I was dumbfounded. Isn’t that a severe mental illness that only affected veterans, I asked. She said that it impacts people who have lived through great personal traumas. Given my childhood, this wasn’t surprising.

Since that day, I’ve spent much of my time and effort focused on my health and healing. This has meant facing, feeling and making peace with all the traumas and griefs that I had live through. As I (re)gained greater clarity and sense of self, I began to make decisions that reinforced the person I had become. This meant changing industry, changing profession, changing social circles, changing cities and more recently changing employment status from employee to owner. With each thoughtful step, my head became more aligned with my heart; my outside more aligned with my inside; my professional goals more aligned with my personal goals.

This has been my journey back to wholeness. And now, it has brought me to you.

My signature 

Education, Professional Certification, Interests

Education

Undergraduate: University of Notre Dame (Classics)
Graduate: Purdue University – MBA (Finance and Marketing)

Professional Certification
Interests

Hobbies: Meditation, walking, hiking, gardening, food, art

Books that changed my life: The Road Less Traveled, Jane Eyre,
Pride and Prejudice, The Way of Integrity

Spirit animal: Phoenix

Get a free financial education.

Learn more about key financial topics, such as investing, 401k, disability insurance, paying for a home, at your own convenience. Sign up for Women’s Wealth monthly newsletter and have relevant information delivered to your inbox.