Sustainable, long-term strategies that fit your lifestyle.
We act as a fiduciary.
Your needs come first.
Invest in People
We invest in our relationship with you. We are in it for the long-term.
Begin With The End In Mind
We know what’s possible, and we’ll help you reach the finish line.
Share What WE LEARN
We never stop learning so we can enrich your lives with our knowledge.
As busy professionals, we’ve put in years of education and hard work to get to where we are, but few of us have ever invested the same level of effort into understanding our personal finances. So we graduate with lots of credentials and financial responsibilities in the real world, but have no clue what to do about it. It’s enough to make even the highest of earners among us feel behind. To make matters worse, most financial advisors won’t even return our calls until we have several hundred thousand dollars’ worth of assets. The lack of sound, un-biased, and affordable financial advice for young professional stops here.
I’ve put in the work to earn a financial education so you won’t have to. If you feel like you spent years striving for professional success only to realize you don’t know how to achieve the same success with your money, I can help you.
Together, we will create a financial roadmap and portfolio to achieve your life goals and give you access to the life you’ve always dreamed of. As a CFP® and fiduciary, it’s my duty to give you advice that’s in your best interest and helps you achieve financial independence. I created a fee-only financial planning practice to help you grow what you have into long-term, sustainable wealth.
In my spare time, I enjoy traveling with my husband and son, reading all things non-fiction, and discovering new restaurants in the NYC area.
My professional and academic qualifications include:
CERTIFIED FINANCIAL PLANNER™ certification
Series 65, Uniform Investment Advisor Law Exam
Cornell University, Johnson Graduate School of Management, Ithaca, NY
BS in Finance
University of Maryland, College Park, MD
Client Service Associate
Grace joined Earn Into Wealth in 2019 as a Client Service Associate. She has a B.A. in English from the University of Maryland, College Park.
She is passionate about client service and helping people get organized with their money. Grace’s role is to provide excellent care to assist our clients with the implementation of their goals.
Grace is from the coastal town of Virginia Beach, VA. She enjoys going to the beach, and cooking Korean food with her husband and 3 children.