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Chau Lai Hero 2 It May Be Time for a Financial Checkup Hero 4


It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.

George Lorimer Journalist, Author


Chau established her business in June of 1997. Chau became involved in finance as an economics major at the University of California, San Diego. At age 17, on the advice of professors to “invest early,” she pooled her savings, put half under the management of an investment advisor, and invested the rest herself. Her disciplined saving and prudent investment strategy enabled her to purchase her first investment property at age 21 and her first home at 22. From these early, hands-on experiences, Chau learned important real-life lessons in building and preserving wealth.

Chau particularly enjoys helping married couples to align their financial goals and priorities while clarifying and defining a shared Life Vision. Money and finance are difficult to discuss as a couple and can often become one of the most divisive issues of a marriage. By facilitating an environment for couples to enjoy learning about money and wealth together, Chau enables them to apply their learning to help them to produce meaningful outcomes which support their personal and professional goals.



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