Empathy-driven financial guidance
Talking about finances can be scary. We work hard to remove the shame, judgement, and negative thinking from the room, to make a safe space for self-discovery.
Our Typical Clients:
Ready to delegate
Individuals or couples
Want more than wealth
We work with motivated people looking to develop a deeper sense of self-awareness about their money, values, and goals in life.
Many of our clients are women, immigrants or children of immigrants, and people who have typically been kept away from financial literacy.
Planning to support the ones you love.
Caring for loved ones, like aging parents or children, is a common concern for our clients.
We can help make this preparation less stressful and overwhelming.
We all carry around financial baggage, which can hold us back from feeling truly content.
Exploring this conflict with a dedicated planner can open doors to a life powered by your values, not an endless hunt for wealth.
Can something as simple as refinancing a mortgage change your life? For Lei, it did.
She was working at a private financial firm, doing research and caught in a culture obsessed with selling, money, and profits. She wanted something more.
Her husband was starting a new business, and their collective entrepreneurial spirit sent their family on an exciting but uncertain path. In order to make it work, they needed a closer look at their finances.
Through a series of seemingly basic financial moves, they were able to create stability and build a life they both loved. Lei reflected on the power of planning, and found her calling.
Financial planning can bring peace and contentment to the chaos of life, and this is the mission of Savor Financial.
Meet the Founder
We all carry around financial baggage, which holds us back from our true selves.
Exploring this conflict, and enacting a values-based financial plan, can open doors to a life powered by purpose, not an endless hunt for wealth.
