Get the most out of your money, and out of your life.
People like to make personal finance and financial planning sound tough, but it doesn't have to be. At lifelaidout®, CERTIFIED FINANCIAL PLANNER™ Roger Ma breaks down and simplifies what you need to know, so you can take control of your financial life.
Named one of 2017's "40 Under 40" in financial planning by
WHAT TO EXPECT
As a CERTIFIED FINANCIAL PLANNER™ With 10+ years of financial services experience, I take a holistic approach to thoughtfully develop efficient planning strategies for your financial situation.
I talk to you about your finances in an easy-to-understand way without all of the financial jargon. My goal is to ensure you understand my recommendations and your options so you can decide what's best for you.
As a fiduciary, I look out for your best interests, on all accounts, and at all times. My financial planning recommendations are unbiased, and based on what I think would be best for your particular situation.