Insight Financial Strategists

First, we have a short meeting with no risk and no obligation to see if there is a fit. You can schedule this meeting directly on my calendar at a time that works for you: calendly.com/chris-chen-cfp/30min

Most of the time, an initial meeting will be via videoconference. However, I am happy to plan for a phone call or a face-to-face meeting.

Your decision!

When we find a meeting of the mind, we have some paperwork to complete, all electronically. 

We then start information collection. There are two kinds: objective and subjective. Objective is about what you own and what you owe, what you make and what you spend, and standard goals such as retirement, legacy, college financing. Subjective is about the intangibles.

Following information gathering, we might have a couple spins of analysis,a nd eventually we present you a plan. 

The plan has to meet your needs for the project to close.

Following that, we decide what to do about implementation. 

I have an MBA in Finance and a Bachelor's degree in Economics and International Relations.

I am a Certified Financial Planner professional (CFP) and have the Registered Life Planner (RLP) designation. I am a bit of a nerd, so I regularly exceed my continuing education requirements.

Before this occupation, I also worked as an international banker. I have worked in tech companies as a general manager and business development manager and have experience with tech startups.

I am a fiduciary, meaning that I need to act in your best interest. Ask me about the difference with a non-fiduciary.

I can only know your best interest if we start with a financial plan. I usually charge a flat fee for the plan. The fee varies depending on the complexity.

I also charge for implementation. That is usually through an asset fee, although some people prefer a retainer fee.   

Since at least graduate school, I have wanted to work with people and money problems. I got distracted by the generous pay policies of large tech companies and my need to pay back student loans. 

Eventually, I made the jump, and a few years later started my firm. 

I tend to work with couples that are 55 or older looking at or in retirement.  I have a significant focus on women that are 55 or older and single, often due to divorce.

The people I have worked range wide. I have had lawyers, CPAs, PhDs, stay-at-home Moms, MDs, business owners, executives, government employees, academics, police officers, firemen, HBS professors, teachers, and tech startup employees, 

Everyone that came to me was uncertain about how to handle their money and wanted to know one thing: that their money would help them achieve their goals.

If that's your question, let's talk.   

I had a HAHA moment in the shower, and I started putting ideas in graph form. I have quite a few now, and I am trying to figure out how to publish them best.

They seem to explain certain financial concepts better.

When we speak, I am likely to show you some. 

I would look for a true fiduciary, i.e., one without conflicts of interest. One place to look is the National Association of Professional Financial Planners at napfa.org.  You can also look at the XY Planning Network or the feeonlynetwork.com. (You can find me on all three of them)

A true fiduciary will have experience in the issues that you are looking for. Your search process should include checking their websites, gathering your questions, and speaking with them.

What is important in life for you?

What is important about money for you?

If this is clear, you are making my job really easy! If not, I may be able to help.