6528 Greenleaf Ave.
Suite 119
Whittier, CA 90601

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John Tan

(562) 283-8184

 

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
 
Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Building Your Legacy

A four-step framework for building a personal legacy.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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