Financial Counseling
Financial Counseling
Personalized educational guidance to help you understand your financial picture — in the language you're most comfortable with.
A clearer starting point
What Is Financial Counseling?
Financial counseling helps you organize your priorities, understand available options, prepare thoughtful questions, and make more informed decisions.
Our conversations focus on educational information and practical organization. They do not provide investment advice, legal advice, or tax advice.
Organize • Understand • Prepare
A simple process
How We Work Together
Step 1
Get Acquainted
We begin by understanding your situation, goals, and the questions you want to explore.
Step 2
Explore Your Options
We review relevant concepts and educational information so you can better understand your options.
Step 3
Move Forward with Clarity
You leave with a clearer picture of your priorities and possible next steps.
Conversation topics
Areas We Can Discuss
Understanding life insurance options
Explore general life insurance concepts and questions to consider as you compare options.
Organizing financial priorities
Create a more organized view of the goals, responsibilities, and concerns that matter to you.
Preparing for major life events
Identify considerations and questions that may be useful as circumstances change.
Reviewing existing coverage
Organize what you already have and prepare questions for your coverage conversations.
Planning for family protection
Discuss educational considerations around protecting the people who depend on you.
Preparing questions for other professionals
Build a useful list of questions for conversations with investment, legal, or tax professionals.
Who this is for
Guidance for the questions in front of you
Financial counseling welcomes working professionals, families, business owners, and people who are new to U.S. financial products. Service is available in English and Chinese.
Important information
Financial counseling services are educational in nature. Jasmin Tseng is not a registered investment adviser, Certified Financial Planner, attorney, or tax professional. Services are offered only where the agent is properly licensed. This is not investment, legal, or tax advice.
Ready to Start a Conversation?
Schedule a no-obligation educational consultation.
Schedule an AppointmentRegulatory disclaimer
Information provided through financial counseling is for educational and organizational purposes only. It is not investment, legal, or tax advice, and it should not be used as a substitute for advice from appropriately qualified professionals. Services are offered only where the agent is properly licensed.