CoPlanning Financial is a fee-only, flat-fee fiduciary financial planning firm dedicated to serving Asian-American individuals and families through every major life stage, from young professionals building their foundation to pre-retirees preparing for financial independence and adult children caring for aging parents. Founded on the belief that financial planning should be deeply personal, culturally informed, and implementation focused, CoPlanning offers comprehensive guidance that goes far beyond investment management, addressing cash flow, taxes, real estate, retirement readiness, multigenerational planning, and family dynamics unique to Asian-American households.
What makes CoPlanning different is its proactive, relationship-based approach. Instead of simply delivering recommendations, the firm works side-by-side with clients to implement decisions in real time, reducing stress and eliminating inaction. As a proud fiduciary with flat, transparent pricing and no products to sell, CoPlanning’s mission is to provide clarity, protect families from costly mistakes, and create lasting impact across generations, so clients can live with confidence, freedom, and purpose knowing their financial life is being actively guided and cared for.
