Resources & guidance to help you
Make the most of your money
Have any questions or topics you want some perspective on?
Submit your questions here.
Featured Post
First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]
Read more
Hello
HELLOI’m Betty Wang, CFP® When I’m not helping clients, I enjoy spending time with my husband, two kids and dog, Chewie. We like exploring beautiful Colorado together. I also love hiding out in my cozy robe to read a good book or binge-watch tv shows. Always looking for recommendations if you are willing to […]
