Real Financial Planning That Actually Works
We help Taiwan residents build sustainable financial futures through practical planning strategies that fit real life, not textbook theories.
Start Your Financial JourneyWhat Drives Our Approach
After working with hundreds of families across Taiwan, we've learned that successful financial planning isn't about perfect strategies—it's about understanding real people facing real challenges.
Honest Conversations First
We start every relationship by talking about money fears, family pressures, and actual spending habits. No judgment, just honest assessment of where you are today.
Like when Mei-Lin told us she felt guilty spending money on herself while supporting aging parents. We built her plan around that reality, not around what financial magazines say she should do.
Taiwan-Specific Expertise
We understand local employment patterns, housing markets, healthcare systems, and family obligations that shape financial decisions here.
When tech industry layoffs hit last year, we helped clients pivot their emergency fund strategies based on Taiwan's unique job market dynamics rather than generic advice.
Flexible Planning Philosophy
Life changes constantly. Our plans evolve with job changes, family additions, market shifts, and personal growth rather than following rigid formulas.
Chen Wei's plan shifted three times in two years—new baby, career change, sick parent. Each time we adjusted the strategy without starting over.
Education Without Overwhelm
We explain financial concepts in plain language and focus on what matters for your specific situation rather than covering every possible scenario.
Instead of explaining every investment option available, we help you understand the three or four approaches that actually make sense for your goals and risk tolerance.
How We Help You Build Financial Confidence
Our approach focuses on practical steps that create lasting change, not quick fixes or one-size-fits-all solutions.
Understanding Your Complete Financial Picture
We start by mapping out everything—income sources, expenses, debts, assets, and family financial responsibilities. But more importantly, we discuss your relationship with money and what financial security means to you personally.
Creating Your Personalized Action Plan
Based on your specific situation, we develop strategies that work with your lifestyle, not against it. This includes emergency fund building, debt management approaches, and investment strategies that fit your comfort level.
Your Path to Financial Clarity
We've refined our process over years of helping Taiwan families navigate financial decisions with confidence and clarity.
Initial Discovery
Comprehensive review of your current financial situation, goals, concerns, and family dynamics that influence money decisions.
Strategy Development
Custom financial plan creation with specific action steps, timeline, and benchmarks that align with your values and capabilities.
Implementation Support
Guided execution of your financial plan with regular check-ins, adjustments, and ongoing education as you build new habits.
Ongoing Partnership
Quarterly reviews and plan updates as your life evolves, ensuring your financial strategy grows with your changing needs and circumstances.
Meet Fiona Huerta
Lead Financial Planning Consultant
I've been helping Taiwan families navigate financial decisions since 2018. What started as traditional financial planning evolved into something more personal when I realized that numbers alone don't tell the whole story. Every family has unique pressures, dreams, and circumstances that shape their financial journey. My approach combines practical financial strategies with genuine understanding of what it's like to balance family expectations, career ambitions, and personal goals in Taiwan's dynamic economy.
Learn More About Our Team