People like to make personal finance and financial planning sound tough, but it doesn't have to be. At lifelaidout, CERTIFIED FINANCIAL PLANNER Roger Ma breaks down and simplifies what you need to know, so you can take control of your financial life. As a CERTIFIED FINANCIAL PLANNER with 10+ years of financial services experience, I take a holistic approach to thoughtfully develop efficient planning strategies for your financial situation.
I talk to you about your finances in an easy-to-understand way without all of the financial jargon. My goal is to ensure you understand my recommendations and your options so you can decide what's best for you. As a fiduciary, I look out for your best interests, on all accounts, and at all times. My financial planning recommendations are unbiased, and based on what I think would be best for your particular situation.
I talk to you about your finances in an easy-to-understand way without all of the financial jargon. My goal is to ensure you understand my recommendations and your options so you can decide what's best for you. As a fiduciary, I look out for your best interests, on all accounts, and at all times. My financial planning recommendations are unbiased, and based on what I think would be best for your particular situation.
Services
I'm Roger Ma, a CERTIFIED FINANCIAL PLANNER, founder of lifelaidout, and author of Work Your Money, Not Your Life. I help people set and reach financial goals that are aligned with their values and priorities, and achieve peace of mind by helping them understand what's "enough."
I use my financial planning knowledge to develop recommendations for your situation, lay out benefits and considerations of various strategies, and break down your path forward in an easy-to-understand way.While working in investment banking, I struggled to make sense of my own finances - leading me to learn everything I could about personal finance to figure out what financial decisions to make for myself.
I use my financial planning knowledge to develop recommendations for your situation, lay out benefits and considerations of various strategies, and break down your path forward in an easy-to-understand way.While working in investment banking, I struggled to make sense of my own finances - leading me to learn everything I could about personal finance to figure out what financial decisions to make for myself.
No one suddenly wakes up one day with the thought, "I need to get started with financial planning!" Usually, the decision is triggered by a new situation or life transition, like getting married, changing careers, expanding your family, or saving for or planning to retire. These issues bring up critical questions that will impact your future well-being.
Are you looking for an engaging financial wellness and career development expert to speak at your next company event or conference? I provide customized presentations to help improve your employees' overall well-being and achieve your company's goals - drawing on my extensive experience as a CERTIFIED FINANCIAL PLANNER, corporate professional, and regular contributor to top media outlets.
I frequently provide insights to the media on a range of topics across careers, personal finance, real estate, and general money-saving tips for live TV and radio segments, video, and print and digital articles. Scroll down to see a sample of my work with the press. I typically respond to inquiries within 12 hours and often sooner.
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