Services

Services

Finance is hard to understand and I’m here to help give more personal guidance.

First PF Chat is FREE Get a free 30 minute personal finance chat via video call. You can bring up any topic related to your financial situation. Before spending any money, we want to make sure the service is what you're looking for. Schedule your appointment below.

Services
– 60 minute one-on-one virtual session
– Basic personal finance management set up
– Guideline for a basic personal finance goals

Best For
– Complete beginners
– Students or recent graduates

Case Examples
– Unfamiliar with these terms: 401k, IRA, High interest savings account, Brokerage account.
– Recently starting to work
– Dissatisfied with your spending habits, but don’t know how to fix it.

Services
– 90 minute 1-on-1 virtual session with external assistance
– Bundle pack with specified posts, resources, and action items
– Research for your unique circumstances
– Custom step-by-step guidance (e.g setting up a bank account, creating a budget, automating payments, etc.)

Best For
– Individuals with specific questions and/or circumstances
– Individuals wanting in depth information and more “hand-holding”

Case Examples
– Buying a new house / car, but unsure how to or if you should
– Paying off your loans in the most effective way
– Moving and figuring out rent
– Figuring out company’s benefits

Services
– Personal Finance Workshop or other speaking engagement
– Sample Topics: Personal Finance 101, Beginner’s Guide to Investing, How to Budget, Women in Finance

Best For
– Student clubs
– Organizations targeted towards 18-25 year olds

Case Examples
– Student club hosting a panel about post-grad
– School department hosting a workshop on money management

Contact Form

Frequently Asked Questions (FAQ)

Are you certified or licensed?

Full disclosure: I am NOT a Certified Financial Planner (CFP) or a Certified Public Accountant (CPA). I have a background in finance and personal finance is a passion topic for me, but I did not take any tests or got a specific degree for this.

What experience do you have to be qualified?

I graduated from the University of California, Irvine as a Business Administration major emphasizing in Finance and Accounting. I was previously an Operations Manager at a mortgage and real estate firm. I'm currently a Financial Analyst at Amazon. I have also been a guest speaker for personal finance workshops at schools.

What's the difference between you and a Financial Adviser or Planner?

Again, I am not certified like a Financial Planner or Adviser. However, most Financial Planners and Advisers work for a company that tries to push unnecessary products onto their customers to make more money. I'm also significantly cheaper. Whoever you choose, though, do your research!

Is this really worth it?

Although $50-$100 can seem like a lot, you will most likely save more than that after the session is over. For example, one client didn't realize he was paying ~$50 per month on credit card interest until I pointed it out to him. That saved him $600 per year.

Do you do any free sessions?

If you can prove you have financial troubles and cannot afford to pay, then I may waive the fee.

Could I switch from Basic to Personalized Consulting in the middle of our session?

Yes, you would just need to cover the difference.

What payment methods do you take?

Cash, Check, Venmo, Zelle

What video chat program do you use?

My go to is Google Hangout, but we can also use Facetime, Zoom, or Skype.

Do you do in person meetings?

If you prefer to meet in person and in the local area (Orange County, CA), then we can arrange to meet in person but it may cost extra depending on your location and the time we meet.