Financial & Life Planning
For Professionals and Business Owners

Schedule Meeting with a Fee-only Fiduciary Advisor

Do you find yourself thinking...

Am I being responsible with my money?
Am I doing the right things to safeguard our future?
What should I be doing to create the legacy I want?
Gentleman looking out window
Family together on beach

By working with us, you'll have...

  • Peace of mind
  • Action plan
  • Personal CFO

Your Life's Canvas

Your life’s canvas is a collage made up of various important aspects of your life from business, to family, to personal wellness. Like any work of art, these important aspects are fluid and flow together like sections in symphony – sometimes one takes the melody and others supplement, sometimes all go silent to reach beautiful serenity, and at other times they all play together to reach a dramatic crescendo.

At Abundance Wealth Planning, our focus is to consider all aspects of your life’s canvas so that you can gain financial abundance while achieving harmony with what you want in life. I aim to be your partner in clearing the path to true happiness and freedom.

Life's Canvas

Who I Am

I am a personal life and financial planner for professionals and business owners. As a fee-only fiduciary, I do not sell or receive commissions on any “products”, such as insurance policies or investment funds. Instead, I partner with you to clarify the goals that motivate you, to uncover your “whys”, and to design a robust plan to grow your business, protect your family and help you navigate the changes that life throws at you. After all, your finances and business are resources to help you achieve better quality of life.

Born to a family business, I was always surrounded by business owners commiserating with each other and figuring out how to break through to the next level. Growing up, I received many mixed money messages. I learned that family is most important, but no one has time for family; that money provides safety and freedom, but everyone seemed to be chained to their businesses; that we must work hard to build a beautiful future, yet no one knows where they are heading. Like many others, my father was too busy with his business so he never set up a retirement plan, never diversified his holdings, and never planned for his legacy.

Alas the world changed for my family during the economic upheaval. A perfect storm of credit crunch, geopolitical turmoil and economic downturn resulted in the bankruptcy of the family business, which was a public company by that time. Because dad had invested everything back into his business and in illiquid real estate holdings; he literally lost his wealth overnight. I cannot image what it feels like to lose the dream that you’d invested 40 years of your life and sacrificed time with family to build. I don’t want to see this happen to any other family and promised myself that I will do whatever I can to help others thrive and flourish.

Joseph Kuo

MY CERTIFICATIONS AND MEMBERSHIPS

  • CERTIFIED FINANCIAL PLANNER Learn more
  • Certified Management Accountant Learn more
  • Certified Grief Recovery Specialist Learn more
  • Member of Motivational Interviewing Network of Trainers Learn more
  • Member of Collaborative Practice Learn more
  • Practitioner of Non-Violent Communication / Mediator
  • Board Member of SF Chapter Financial Planning Association Learn more

Experience and Education

  • UC Berkeley Undergrad & Yale School of Management
  • Senior Director of Finance at a Public Semiconductor Company

Services

Here are some of the services we offer.  Depending on client’s individual situation, we will co-create a plan of activities.

Figuring out where you are
Figuring out where you are

Uncover current challenges, opportunities, beliefs, and personal financial statements. Identify your desired outcomes for your business, your life, your family and your finances both short term and long term.

Starting you on your way
Starting you on your way

Take immediate actions that put you on the path to achieve your goals, from advising changes in your personal and business finances to helping with grief and family communication.

Making decisions on your own
Making decisions on your own

Beyond our in-depth advice, we cultivate your resiliency regardless of the economy and awareness to identify and take advantage of opportunities as they arise.

Evolving your future goals
Evolving your future goals

Monitor progress, revisit goals, and incorporate new life experiences to develop new trajectories and corresponding actions. Financial and life planning is always evolving to support changes in your life.

Figuring out where you are
Figuring out where you are

Uncover current challenges, opportunities, beliefs, and personal financial statements. Identify your desired outcomes for your business, your life, your family and your finances both short term and long term.

Evolving your future goals
Evolving your future goals

Monitor progress, revisit goals, and incorporate new life experiences to develop new trajectories and corresponding actions. Financial and life planning is always evolving to support changes in your life.

Starting you on your way
Starting you on your way

Take immediate actions that put you on the path to achieve your goals, from advising changes in your personal and business finances to helping with grief and family communication.

Making decisions on your own
Making decisions on your own

Beyond our in-depth advice, we cultivate your resiliency regardless of the economy and awareness to identify and take advantage of opportunities as they arise.