Kevin Chen

Areas of focus

• Financial education and literacy
• Protection strategies (life insurance, income protection)
• Retirement planning concepts
• Debt management and cash flow
• College and future savings

How we'll work together

1. Initial conversation to learn about your goals
2. Review your current financial snapshot
3. Walk through concepts and options using simple visuals
4. Create a roadmap and next steps at your pace
5. Check in periodically and adjust as life changes