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Helps entrepreneurs develop business retirement plans, buy/sell agreement, liquidity strategies and succession planning.
Guides clients toward financial independence with her personalized approach to wealth planning, accumulation, preservation, and distribution. She develops and implements thorough, thoughtful, and practical financial strategies.
Lan has built her career by helping individuals, couples, independent women, and families pursue their dreams and make meaningful financial decisions that are true to their values.
Vision Financial Planning is Lan¢__Ô_æ¢s newest venture and leverages her years of experience working as a financial advisor at Edward Jones and her background in business and business consulting. She can now offer even more transparency and options to you as a client to best meet your financial needs and goals. As always, she¢__Ô_æ¢ll spend her time understanding what you are working towards before helping you to invest your money. Partnering with you, your CPA, attorney and other professionals, Lan takes a holistic approach to develop and implement thorough, thoughtful, and practical financial plans.
Lan¢__Ô_æ¢s credentials include her undergraduate degree in Systems Engineering, an MBA earned in London, and her CERTIFIED FINANCIAL PLANNER¢__ï¢ certification. Lan's unique international background, broad business management experiences, and multilingual skills are invaluable to her clients, especially the entrepreneurs and multinational investors.
When you are looking for a trusted professional to support you make meaningful financial decisions that are true to their values. It includes cash flow management, retirement and retirement income planning, education planning, protection planning, estate planning, tax planning and business succession planning.