by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Nov 4, 2015 | Organize, Plan, Systematize, Work with financial planner
This past weekend I had two back-to-back client interactions that returned me to the debate of whether there is a need for ongoing financial counsel. Both couples are in their early-to-mid thirties, no children, and have comfortable surpluses for discretionary...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Oct 6, 2015 | Work with financial planner
In the past couple of weeks, I wrote about how it’s more important to be accountable to a coach rather than simply seeking advice, and how a coach can help you form good financial habits. Today I want to explore how a coach can help you grow, and it really only makes...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Sep 22, 2015 | Work with financial planner
This fall I am in the US during football season for the first time in five years. It’s quite a culture shock to come back to the jerseys, boisterous displays of fandom, fantasy football commercials, and football metaphors for everything in life. Here is one that...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Mar 14, 2015 | Americans working abroad, Global Living Basics, Globetrotters working in the US, Work with financial planner
Thinking about financial planning is natural when you face life’s transitions, but transitions themselves are also a natural deterrent for planning. Having talked to many people who are interested in financial planning, one of the most common question I’ve got is,...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Aug 5, 2014 | Work with financial planner
As a financial planner, I notice news reports urging people to utilize financial planning services, especially the ones claiming “everyone” should work with a financial planner. Recently, I came across this short commentary on CNBC: While I agree with many viewpoints...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Jun 8, 2014 | Work with financial planner
A few weeks ago I attended a seminar on the principles of mentoring. As the session went on, it became clear to me that many of the same principles of a mentor/mentee relationship apply to the financial planner/client relationship. They are both about how a more...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.