Know Your Worth Financial was created to help educate and serve young professionals of color and immigrants. We're here to simplify personal finance and offer a safe space for you to communicate openly and get the tools necessary for building the financial future you deserve. We understand you're a real person with a real life.
Finish dinner, let your hair down and put on your sweatpants. With availability on evenings and weekends, there's no need to worry about making a meeting in a stuffy office during "normal" business hours. As a virtual planner, we use the latest technology to meet you wherever you are. No minimum asset or income requirements.
Finish dinner, let your hair down and put on your sweatpants. With availability on evenings and weekends, there's no need to worry about making a meeting in a stuffy office during "normal" business hours. As a virtual planner, we use the latest technology to meet you wherever you are. No minimum asset or income requirements.
Services
About Us
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Know Your Worth Financial is a virtual financial planning firm that specializes in fee-only financial planning. We serve ambitious young individuals and couples of color who are ready to take action and start building towards their ideal financial future.
We empower our clients through guidance and education to help discover the best strategies and solutions for the major milestones of their financial life - starting a business, buying a home, getting married, starting a family, early retirement.I'm Steven Chau, founder and CEO of Know Your Worth Financial and a Certified Financial Planner professional with over 10 years of experience in the financial services industry.
We empower our clients through guidance and education to help discover the best strategies and solutions for the major milestones of their financial life - starting a business, buying a home, getting married, starting a family, early retirement.I'm Steven Chau, founder and CEO of Know Your Worth Financial and a Certified Financial Planner professional with over 10 years of experience in the financial services industry.
How We Help
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In today's world, money is that last taboo that many of us are still uncomfortable talking about. It's something many of us think we should know more about and think everybody around us has figured out. In reality, it's impossible for most of us to go through life without experiencing some kind of financial hardship.
Comprehensive Planning
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We will do in-depth analysis of your overall financial life and build an actionable financial plan that can be updated as your life and needs change. This is where we get to know each other a little better and determine if we're the right fit. We'll review over your unique needs and clearly define you financial goals.
Investment Management
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Building the right investment portfolio can be difficult, it takes time and expertise. Staying disciplined and objective when maintaining your portfolio can be even more difficult. Let a professional keep you on track. We believe the markets are effective and efficient and prices accurately reflect available information and forecasts.
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