Looking for financial help?

My goal is to provide a helping hand in building your financial foundations. That may start with budgeting and debt management but goes all the way to financial planning for your life goals and retirement planning.

With over 15 years of financial expertise, I’ve supported 500+ families across various sectors, including equity compensation, entrepreneurship, federal employment, and real estate. My approach focuses on tax optimization, offering services on a flat fee basis to align purely with client interests. Committed to fiduciary standards, I prioritize transparent and effective financial guidance. Understanding that taxes represent one of the most significant expenses in a person’s lifetime, my focus is on strategically reducing this burden for you. Unlike the traditional model that often benefits advisors through a percentage-based fee on assets managed, I believe in a more client-centric approach. This is why I offer my services for a flat monthly or annual fee, ensuring that my advice is always in your best interest, not swayed by the size of your assets. My passion lies in serving as your fiduciary, committed to offering transparent and effective financial guidance with strategies tailored to your unique situation and goals.

I help clients craft their shortest path to financial freedom.

We help clients implement personal finance systems to achieve financial goals quickly. These systems help clients pay off debt fast, save more money, feel in control, get rid of the guilt and shame around finances, and get on the same page as their partner.

With Domain Money, there are no assets under management (AUM) fees and we never push you to buy products. Our flat-fee, advice on demand, model is focused solely on the highest quality, unbiased advice to help you live your best life. ‍ The “right” thing to do with your money should never be some big secret. You should be able to talk with an expert financial advisor and understand exactly what steps to take to achieve your life goals. We invite you to try Domain Money today.

I help individuals, couples, and business owners implement a budget in Monarch Money that aligns with their goals and values.

I help young professionals and families balance saving for their future with living a fulfilling life today. I understand the financial priorities and challenges that begin building in our 30s and partner with clients to address these concerns. Services include cash flow planning, investment management, tax planning, company benefits and stock compensation optimization, risk management planning, and more.

Jonathan Wong, CFP®, APMA, CRPC is a CERTIFIED FINANCIAL PLANNER based in Orange County, CA. We provide comprehensive financial planning to help professionals, growing families, and business owners with thriving careers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Wong is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Money Mindset Clinic™️ – your go-to for making your dream of owning a home and securing your financial future a reality Our goal is to give millennials like you the know-how and skills to tackle the tricky world of homeownership with confidence We assist: First Time U.S. Homebuyers First Time International Homebuyers Homeowners by Choice and by Inheritance By providing a supportive community, easy to follow training, financial services for each stage in the process.

I am a financial coach who is dedicated to having thoughtful conversations about life and money so that money stops running our lives. We get organized, gain clarity and talk about our money so we can make better financial decisions on a consistent basis. I work with individuals and businesses.

Progress Wealth Management specializes in financial planning for small business owners and tech professionals. We stand out by making financial advice straightforward, simple, and precise. Our approach? Top-notch technology, and a dedicated team of experts for every client. Schedule your free financial assessment today and learn about the positive impact growth-oriented financial planning can have on your future.

Saver Street Financial Coaches offer personalized guidance for your financial situation. They provide 1:1 and group financial coaching to help you set up a monthly budget that works for you, get personalized feedback and support, take the right action for your situation, and work through the root cause of your money struggles. Financial coaching is not the same as financial advising. Financial coaching helps you make a lasting change to your behaviors, habits, and routine around money.

We help clients balance living in the moment while planning for the future by helping customers master budgeting skills and reviewing your progress on a quarterly basis. We look at everything from spending, saving, investing, debt and ultimately aligning these with what brings you joy.