You only get one shot at a financial plan.
Let's get it right.

Whether it's paying down your mortgage faster, paying down your debt, ensuring you have a comfortable retirement, or paying for your kiddos' education, we offer our clients a holistic approach to making sure you have a strategic and actionable plan aligned to your personal ambition, needs, and goals.

If you don't know your destination, how would you know you've arrived?

Life is full of surprises.  Good and bad. So no matter how many detours or bumps in the road you come across throughout your journey, a financial plan - your road map, will guide you along the way helping you get to your destination...your financial goals!

The Financial Plan - Your Map

We do the heavy lifting and go through the nitty-gritty details. But we make sure you understand it all. 

  • Cash Flow Strategy: Where is your money going? Most people don't see how their money disappears. Imagine how much more you could be saving? We'll help you find more money so you can reach your goals faster
  • Investment Strategy: Are your investments aligned with your risk tolerance and lifestyle? What are the fees you are paying? A few tweaks in your investment plan could equate to over $100,000 over a lifetime. Let's make sure this is optimized to your goals. 
  • Retirement Strategy: What are you on track for? The last thing you need is to approach retirement and realizing you will be falling short of your goals. Will your medical expenses be covered? What kind of lifestyle do you want to live? This is the one area where a little bit now goes a long way.  
  • Insurance Strategy: Are there unnecessary policies you're currently in? Is your family protected in the event tragedy or an accident strikes? We believe in mitigating your downside risks. Everything else in life is a bonus. 
  • Tax Strategy: Combined with all the above strategies, we work to minimize your largest bill. 

Accountability Partner and Coach

Working with someone that will hold you accountable for your actions but also the support and expertise you need to understand everything in your financial plan. 

What are the Benefits of a Financial Plan?

  • A financial plan increases your chance of reaching your financial goals – why take that chance?
  • A plan can help you get to your financial goals in the most efficient way as possible 
  • See what your financial future looks like so you can make the necessary adjustments and changes now instead of having to adjust your goals later
  • A peace of mind knowing your money is working for you and that you are doing the right thing for your future and family

How would a Financial Plan Help Me?

A financial plan is for you if you want: 

  • A comfortable and secure retirement knowing that you’ll be covered for expenses that you wouldn’t have thought about
  • To build wealth and increase your net worth 
  • To make your goals and dreams a reality
  • Live a life of freedom that allows you to do as you desire 

Having gone through hundreds of financial statements from corporate finances to personal finances, I always say there is so much character behind someone’s numbers. Everyone has a story and it's reflected in their financials. Let’s see what you have written and then work together to write the following chapters. You’re in full control.

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“Before I sat down with Michelle, I had a base understanding of investments to start building my investment portfolio. However after discussions with Michelle about my investment goals and an achievable savings schedule, I tried a different approach. From Jan – Dec. 2017, I was able to contribute $10,000 in savings, saw a 20% growth in my portfolio and 2.5% reduction in annual management fees. Most importantly, it gave me the financial freedom and confidence to leave my unhappy relationship, move out and furnish my own place, take up boxing, pursue a designation, and rebuild my happiness.”


Diana H. 

"

“Michelle helped me really understand how much my bank was taking from my portfolio in fees. When I first saw 2.3% I thought to myself 'that's nothing! Wow so cheap to have someone look after my portfolio for me all year around!' Michelle walked me through how easy it was to manage my own portfolio and how low the fees are for ETFs. I had no idea fees can be as slow as 0.2%. Crunching the numbers I saw that the following year I saved over $4,400 because of the lower fees. My bank would only re-balance my portfolio up to 4 times a year and now that I do this myself I've found it only takes a couple of hours per year and it's very simple. My only regret with managing my own portfolio is not starting sooner. Thanks Mich!" 


Sarah C.

What you get 


  • Initial call for a brain dump - let's get to know your story and where you want to go
  • Financial assessment of current situation, including cash flow plan that "finds more money for you"  ($800 value)
  • Reviews of statements/policies/portfolios with feedback and analysis ($300 value)
  • Full financial plan that details how you can reach your financial goals with recommendations and action steps including investment, retirement, insurance, and tax planning strategies ($2,000 value)
  • Interactive client portal that allows you to keep track of your progress, from net worth to cash flow, and also view your projections to see where you are headed and what your options are to meet those goals ($500 value)
  • Six follow-up monthly calls ($500 value)

Note: The Sassy Investor does not provide investment advisory services, including stock advice or recommendations. We are an education platform engaged in the services of educating and facilitating individuals in the areas of financial planning.  


*BONUSES*


  • Lifetime access to the Sassy Academy, including all four main courses and any new additions ($2,000 value)
  • Access to private Facebook group with monthly live Q&A, tutorials, and guest experts 
  • Copy of The Sassy Money Planner with FREE shipping ($30 value) 
  • Copy of The Sassy Investor: Investment Workbook with FREE shipping ($40 value)

TOTAL VALUE INCLUDING ALL BONUSES:
$6,170

Flexible Pricing Options

option #1

One-time payment

Total $1,895

(save $200)



After six months, 

$50 per month for:

  • Continued access to client portal
  • Unlimited updates and changes to your financial plan (life happens and we want to make sure your plan is updated and reflective of those changes)
  • Unlimited support via email or phone
  • Cancel anytime*
option #2

$895 upfront

plus

 six monthly payments of $200

Total $2,095


After six months, 

$50 per month for:

  • Continued access to client portal
  • Unlimited updates and changes to your financial plan (life happens and we want to make sure your plan is updated and reflective of those changes)
  • Unlimited support via email or phone
  • Cancel anytime*

*If you cancel and reactivate your portal and services, you will be subject to a $75 reactivation fee. 

Who am I?


Hey, I'm Michelle Hung,  founder and author of the self-titled book, The Sassy Investor. My mission is to empower as many women as possible, to take control of their finances and teach them how to build a lifetime of wealth. I've spent over 10 years working in finance, from investment banking, venture capital, to now personal finances and financial education.

 

Questions? 


  • It's a big investment, how do I know if we can work together? We will always start off with a call to see if we are a right fit for each other.
  • I’m not sure if this is right for me. Should I do this? When it comes to your financial goals, those with a financial plan are more likely to achieve them. The younger you start organizing your finances and planning for your future, the less work it becomes later on, and less regret you'll have. If there is one common thing I hear among retirees or those that are near retirement, it's "I wish I had started earlier".
  • Do I have to pay the recurring $50 monthly subscription after my plan has been delivered?  Nope! It's entirely up to you if you want to continue using the client portal and our services thereafter. If you cancel and choose to come back for a plan update, your data will still be there. 

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Disclaimer: The Sassy Investor does not provide investment advisory services, including stock advice or recommendations. The Sassy Investor is an education platform and financial coaching company engaged in the services of educating and facilitating individuals in the areas of financial planning.

Articles, commentaries, presentations, investment plans and other content provided by The Sassy Investor on or through the Website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.