The Wealth Building Plan

My signature 6 month 1:1 coaching program for first-gens like you - ready to take control of your money, grow your savings, finally build the financial freedom your family never had.

SAVE MORE • CRUSH DEBT • START INVESTING • FEEL MONEY CONFIDENT • BUILD A LASTING LEGACY

If this sounds like you…

  • You’ve seen your family struggle with money and you don’t want that to be you. You’re ready to break the cycle and start building wealth the right way.

  • You bring in good money, but it never feels like enough. You’re constantly second-guessing your spending and worried there’s not enough left to save or invest.

  • Maybe a big life change has made you pause and reflect. Whether it’s an upcoming wedding, divorce, new job, or 30 / 40 / 50 birthday - hitting this milestone has made your realize it’s time to get in control of your finances.

  • You feel like all your parents said about money growing up was “don’t spend it.” You know there’s more you could be doing to grow your savings and make money work for you - but have no idea where to start.

How would it feel to…

✨ Finally see your hard work pay off—knowing exactly where your money’s going and how it’s building your future?

🧠 Learn the money skills your parents never had the chance to teach you—with a trusted coach who gets it and guides you without judgment?

🏡 Travel, buy your first home, or take your family on vacation—without feeling like you’re falling behind?

💰 Pay off debt and start keeping more of the money you worked so hard to earn?

🛠 Follow a clear, step-by-step plan built around your goals—not some one-size-fits-all advice?

🚀 Stop feeling behind and start feeling confident, in control, and proud of your financial progress?

📈 Understand how to invest and finally feel prepared for the future—knowing your money is growing even while you sleep?

1:1 financial coaching for people like you - who are ready to break generational cycles, pay off debt, save intentionally, and invest to financial freedom all within 6 months

Introducing the Wealth Building Plan

Here’s how we’ll take you from overwhelmed and unsure about money to building generational wealth

🗓 Month 1: The Money Roots Reflection
We start by connecting your past to your present. You'll uncover how your upbringing, culture, and past decisions shaped your current habits—and use that insight to set intentional goals aligned with your core values.

🗓 Month 2: The Simplified Money System
We organize your accounts, clean up your money, and start building your savings using a personalized system that fits your lifestyle. You’ll walk away with a clear, organized financial foundation that finally makes sense.

🗓 Month 3: The Wealth Building Blueprint
We create a monthly money plan rooted in your goals, with custom strategies to pay down debt and grow your savings. This becomes your personalized path to long-term wealth.

🗓 Months 4–6: The Compound Growth Method
Now that your foundation is set, it’s time to take action. We meet monthly to review your progress, fine-tune your strategy, and introduce you to the world of investing—so you can grow your money intentionally and feel confident building long-term wealth.

Here’s what you get

💬 1:1 Coaching Calls

Personalized sessions designed around your life, goals, and financial journey—because there’s no one-size-fits-all when it comes to money.

📂 Custom Templates & Exercises

You’ll get access to my simple to use wealth building starter kit. Budget planners, expense trackers, and guided exercises. All created for you so you can focus on taking action.

🎥 20+ On-Demand Video Lessons

Straight-to-the-point on demand video lessons that walk you through all the foundations of wealth building—budgeting, saving, investing, and more.

📱 Unlimited Support & 24/7 Accountability

You're not doing this alone. Get 24/7 access to a coach who gets it, so you always have a safe space to ask questions, stay on track, and feel supported every step of the way.

Meet Your Coach

I created The Wealth Building Plan to help first-gen professionals like you build the financial foundation our parents never had the chance to teach us. As a first-gen daughter of Vietnamese immigrants, I know what it’s like to feel the weight of financial pressure, the fear of messing it up, and the responsibility of trying to “do it right” when no one showed you how. My coaching program exists to change that—so you can build wealth with clarity, confidence, and a plan that actually fits your life.

When I landed my first corporate job, I thought I had made it—but the truth hit fast. I had to choose retirement contributions I didn’t understand. I was buried in student loan debt. I wanted to help my family, but felt overwhelmed by guilt, pressure, and confusion. I didn’t know how to invest, and saving felt like it was never enough. Like so many of us, I thought making more money would be the answer—but it’s not just about how much you earn. It’s about what you do with it. That’s why I created this program—so you don’t have to navigate this alone.

Hear from my clients:

Here’s what sets this program apart:

We build the foundation and the future.
We don’t just jump into investing—we make sure your accounts are organized, your spending reflects your values, and your savings system actually works. Wealth isn’t built on chaos. It’s built on clarity.

You get personalized coaching and real accountability.
This isn’t a one-size-fits-all plan. You get direct access to me for check-ins, questions, and mindset shifts. If you’re about to make a big money move and want support—you message me.

You’ll learn to think and act like a wealthy person.
This isn’t just about numbers—it’s about mindset. Together, we’ll rewrite the beliefs that hold you back and build habits that last, so you feel confident saving, spending, and investing with purpose.

We work with your real life—not against it.
Support your family? Have variable income? Juggle debt and big dreams? I don’t minimize your situation—I help you navigate it. This is about building wealth your way.

You don’t have to know it all to start.
Never invested before? Confused by financial jargon? Perfect. I’ll walk you through it all, step-by-step—no shame, no stress, no overcomplication.

You don’t need another budgeting app. And you definitely don’t need to be told to stop buying coffee. What you do need is a clear strategy, personalized support, and someone who understands what it’s like to build wealth without a roadmap.

This isn’t just a course. It’s a coaching experience built specifically for first-generation wealth builders—people like us, making financial decisions for the first time while carrying the weight of family obligations, cultural expectations, and the pressure to figure it all out alone.

The Support You’ve Been Looking For (But Never Got)

frequently asked questions

  • Actually, that’s exactly why this program exists. You’re not behind—you’ve just been figuring it out alone. If you knew how to fix it, you would have already. Inside this program, we clean things up together, one step at a time. No judgment, no shame—just progression.

  • You don’t need a perfect budget to start—you need support building one. We’ll incorporate your coaching investment into your budget, just like any other essential expense. You’re not “spending” on coaching—you’re investing in yourself to finally get the tools that will help you take control of your money for good.

  • Waiting keeps you stuck. This program is designed for people who don’t feel ready—but know they’re ready for a change. The sooner you start, the sooner you stop wasting time, money, and energy guessing your way through. Same actions lead to the same results—this is your chance to break the cycle.

  • Yes. As a first-gen coach who’s lived this experience, I understand how layered your money life can be. This isn’t one-size-fits-all. We’ll build a personalized plan that works for your income, lifestyle, and responsibilities.

Ready to start building wealth?