I am the Founder and CEO of Wealth Beyond Math®, a modern, virtual, fee-only, fiduciary financial planning and wealth management firm based in Austin, TX. With over 14 years of experience advising 200+ families and managing $500M+ in assets, I specialize in empowering professionals and business owners to achieve financial freedom through personalized, holistic financial planning. My passion is helping clients design a life they love, aligning their money with their unique goals, values, and aspirations.As a Certified Financial Planner™ (CFP®), Chartered Financial Analyst® (CFA®), and Registered Life Planner® (RLP®), I offer a blend of technical expertise and life-centered financial planning. I believe true financial success means aligning your financial plan with the life you truly want. Whether you’re navigating equity compensation, career changes, business management, or major life events like divorce or widowhood, I help clients make decisions that reflect both their financial goals and personal values.My journey from corporate accounting in Shanghai to launching Wealth Beyond Math® in Austin wasn’t just a career shift—it was a calling shaped by personal experience. As a first-generation immigrant and the first in my family to earn a master’s degree, I’ve faced the same financial challenges many of my clients experience today. I know how empowering it is to regain control over your finances, and I’m passionate about making financial planning accessible.At Wealth Beyond Math®, we offer a wide range of services, including life planning, cash flow and debt management, tax planning, investment strategy, retirement and estate planning, risk management, and more. Whether you prefer a hands-on approach or want to delegate your financial management, we provide flexible solutions tailored to your needs.When I’m not working with clients, I lead workshops like “Yoga Your Soul to Your Money” or “Master Your Money Consciousness,” where I integrate mindfulness and financial clarity. I believe true financial health starts with a healthy relationship with money.Outside of work, I practice Ashtanga yoga and lead somatic breathwork sessions, helping people release limiting money beliefs. I also love hiking, paddle boarding, and exploring Austin’s live music scene.Let’s connect if you’re ready to take the next step in your financial journey. Together, we’ll create a personalized roadmap to grow your wealth and design a life that reflects your true aspirations.