In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a fee-only comprehensive financial planning practice helping individuals, growing families, business owners and high-level executives organize, grow and protect their assets through life's transitions.

Jon founded Layari Financial to offer a better experience.

After 15 years working for larger financial planning practices, he decided to follow his dream of starting his own firm. His mission is to serve people like himself: a first generation minority, ambitious in taking control of his financial future.

In this episode Luis and Jon discuss:

· The entrepreneurial journey and the importance of having a strong why

· How to setup a strong financial foundation

· Changing your mindset to set yourself up for financial success

· Empowering your children via education in order to create generational wealth

And much more…..

Resources:

Connect with Jon

Monarch Money Budgeting App