Financial Planning

Financial Planning Overview

At Think Different Wealth Advisors, we help tech professionals and physicians retire early and live better by getting to their first million and beyond. On this journey to financial freedom, you are the hero of the story. But you do not have to go at it alone. We will help you make smart financial and investment decisions along the way. We are here to serve as your humble guide and together develop a roadmap (the financial plan) to reach your goals.

We begin our financial planning process by taking the time to listen to your goals, dreams, and aspirations. Together, we will craft a vision of your ideal future. In our subsequent planning sessions, we will explore every aspect of your finances, including budgeting, debt management, home purchase, workplace benefits, retirement planning, saving for education, insurance, estate planning, and tax planning. 

We will then formulate a financial plan that will help you achieve your goals while protecting you against the unexpected risks of life. We will continue to monitor and adapt your plan as your life changes, be it marriage, divorce, having children, changing jobs, getting an inheritance, or approaching retirement. Life doesn’t stand still, and neither should your plan.

Why are we qualified to guide you on this road to financial freedom? Because we have been down this road ourselves. It is the result of successful financial planning that has allowed Chao to quit his hedge fund job at the age of 35 and pursue his dream of starting his own company. It is this same planning that has allowed his wife to downshift to part time work and anticipate an early retirement. Having found much success with his own financial planning, Chao would like to share his experience and help others achieve their own financial freedoms.  

Our Onboarding Process

1. Introduction Meeting
30-min meeting to get to know each other, see if we are the right fit
2. Discovery Meeting
60-min to dig deep into your goals and dreams. Decide whether to hire us at the end of this meeting. Sign Client Agreement.
3. Onboarding Meeting
90-min meeting to get organized and collect relevant financial information
4. Retirement and Education Planning Meeting
60-min meeting to explore trade offs, what-if analysis with financial planning software
5. Investment Meeting
60-min meeting to review your investment strategy.
5. Insurance and Estate Planning Meeting
60-min meeting to review your insurance and estate planning needs
6. Ongoing Financial Planning
Ongoing insurance, estate, retirement, and tax planning
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Who We Serve

Tech Professionals

Physicians

And Their Families

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Ready to start your journey to financial freedom?

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