The Mission

My mission is to help my clients improve their financial literacy, develop sustainable financial habits, and achieve their financial goals. I want to empower my clients to take control of their finances, make informed decisions, and stress less about their finances.

Meet the Coach

I’m Jackie Liao. My understanding of wealth began long before I entered the financial industry.

I am a first-generation daughter of parents who sacrificed everything to build a life in America. They moved here with limited resources but unlimited determination. I witnessed what it truly means to build — deliberately, strategically, and with resilience. They saved relentlessly. They worked multiple jobs, bought a home, put four daughters through college, and pursued higher education themselves — all while navigating a foreign country and culture. None of it came without a price.

I saw the invisible side of financial success. Behind the milestones were sacrifices, stress, and silent pressure. I saw how deeply money affects not just opportunity — but mental health, relationships, and self-worth. I saw the pride of achievement and stability and the weight and fear of uncertainty and responsibility.

That foundation shaped my perspective on money: wealth is not accidental. It’s designed. It’s not just numbers on a spreadsheet, but as something deeply tied to our emotions, relationships, and mental well-being.

Right before graduating high school, I remember thinking: No one ever taught us how to do this. How do you even file and pay taxes?

That small question sparked something much bigger. I began studying personal finance along with a goal of owning my own business. I earned my Bachelor of Arts in Business Economics from UC Irvine. I worked in companies of different sizes and industries to understand how money moves in the real world. I began pursuing my Certified Financial Planner (CFP) certification and currently work at Adap Tax Financial, inc. as a Client Service Associate, where I continue to learn and apply financial planning strategies, helping clients navigate real financial decisions.

But what struck me most was this: there is a massive gap in financial education. So many hardworking, intelligent people were never taught the foundations of money. If affected a wide range of people.

So I started small — helping friends and family one-on-one. That grew into financial literacy workshops for college students and new graduates. And now, has grown into my financial coaching firm.

My work isn’t just about numbers. It’s about reducing anxiety. I combine financial knowledge with an understanding of money psychology to help clients build clarity, confidence, and control over their financial lives. My work centers on thoughtful, personalized financial strategy grounded in both technical knowledge and behavioral insight. Together, we will use money as a tool and not a source of fear.

I know what it’s like to navigate uncertainty, to carry financial pressure, feel overwhelmed, and build from the ground up.

I’m ready to help you build yours. I’m here to walk with you as you build your own version of stability, freedom, and peace. Your journey is personal. Your financial plan should be too.

Contact us

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