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 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.