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Welcome, you didn’t land here by accident.
Maybe you’re feeling overwhelmed, anxious or just unsure about where to start with your finances.
We get that – because we’ve lived it, We’ve felt it And it’s why we do things differently.
We’re not here to sell. We’re here to listen.
I started this firm after 10 years in the financial profession-years that showed me what not to do.
To many people are sold policies, not given proper advice.
Too many families (including mine growing up) never got the guidance they deserved.
And to often, financial planning is made to feel like it’s only for the rich-excluding the very people who need it most.
So, I set out to build something better. Human-first. Rooted in real advice. Focused on transforming your relationship with money-from stress and confusion, to peace of mind and purpose.
I believe in getting to know you-your upbringing, values, goals and fears-before touching spreadsheets or suggesting any products. My clients often say it feels like “financial therapy”.
That’s intentional.
Because real financial planning starts with understanding you as a person. Not just your income, but your story.
"To be the financial planner your parents wish they had when they started out."
Monique grew up in Gelvandale, a community where financial advice was either out of reach or simply didn’t exist.
She watched loved ones struggle, not because they made bad decisions-but because no one ever explained money in a way that made sense. And when she entered the profession, she was overlooked and boxed into admin roles, instead of being allowed to practice the real advice her heart was called to give.
Here, she’s rewriting that narrative.
"What drives me is knowing how many families just don't understand their finances-not because they're careless, but because no one has shown them how. I'm here to change that, one client at a time."
She brings deep empathy, attention to detail, and an unwavering commitment to making clients feel seen, heard, and taken care of.
We’re building a different kind of financial advice firm. One that sees you as a human being, not just a balance sheet.
Our process starts by listening-truly listening-to your story, your pain points, your hopes, your fears.
Together, we craft a tailored plan to help you:
You’re not a product to be sold. You’re a person to be understood.
And we’re not just your planners. We’re your partners. Your sounding board. Your biggest supporters.
Because this isn’t just financial planning.
This is about life. Your life.
In this coaching session, Russell Ho, CERTIFIED FINANCIAL PLANNER® Professional will find out more about you, what your financial pain points and worries are, if we are the right partners for you and how we can help relieve you of your financial stressors so you can build a life of purpose, supported by smart financial decisions and planning.