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Your Financial Resource For Life.

Fee-only financial planning powered by empathy, partnership, and the human side of money.
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Your Financial Resource For Life.

Fee-only financial planning powered by empathy, partnership, and the human side of money.

savor financial

Your Values
We often shape our values to our money, instead of the other way around.
 
What matters most to you?
Your Money Relationship
We can become more mindful of how financial hang-ups can cloud our decision-making, and more self-aware.
Money
Is The Means
(Not the End)
We believe money shouldn't be the end goal, but a useful tool to build a life you love.

Going Beyond Graphs

Let's explore who you are beyond net worth + numbers. 

Our clients are hard-working, ambitious, and ready to challenge their thinking about money.

We work with busy business owners, thriving professionals, and growing families.

Our Kind of Graph:

Finances are overwhelming – too many decisions, too much risk – That's where we come in.

Consider us your Choice Architects. We'll give you all the info you need to make the best possible choices, without getting lost in your head (or bad Google spirals...)

The Founder:

After a career in financial data and research, Lei realized the freedom and power of personal finance, and how important empathy is to the process.

Lei Deng, CFA, CFP®

Lei is a:

Fee-Only Financial Planner
The Mid Autumn Festival, celebrated in various Asian countries, marks a day on the Chinese Lunar Calendar when the moon shines the brightest and appears the largest. On September 29th this year, families will gather and share mooncakes. As I relish this tradition in a foreign land, it's startling to think that years ago, the child in me would never have envisioned celebrating this festival with my now family an ocean apart from my hometown.
 
Life's trajectory often deviates from our plotted course. Phrases like "Change is the only constant in life" is familiar to almost every person, yet it's still challenging to fathom the full spectrum of life's uncertainties. Even just four years ago, if someone were to time travel from 2023 and tell me, “Hey, guess what, you’ll be a business owner in 2023!”, I honestly would think that this person was completely out of their minds!

Plan For Flexibility, Not Optimization

The Mid Autumn Festival, celebrated in various Asian countries, marks a day on the Chinese Lunar Calendar when the moon shines the brightest and appears the largest. On September 29th this year, families will gather and share mooncakes. As I relish this tradition in a foreign land, it's startling to think that years ago, the child in me would never have envisioned celebrating this festival with my now family an ocean apart from my hometown.

SavorStories

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Ready to change the way you think about money?

Schedule a free meeting to see if we're a good fit. We'd love to chat with you!
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