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Build Wealth with Confidence

Let’s grow your wealth, your confidence, and your freedom—together
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Janet Hum

About Janet Hum

Tax-Smart Wealth Strategist

At the heart of Janet’s work is a simple mission: to help clients keep more of what they earn and build wealth with confidence.

Janet is a CPA-turned-financial strategist who is passionate about empowering professionals—especially women—to take control of their money, overcome financial fear, and create smart, tax-efficient wealth strategies that lead to lasting financial independence.

With a strong background in accounting and entrepreneurship, Janet understands that financial success isn't just about how much someone makes—but how much they keep, grow, and protect. That’s why she offers personalized, judgment-free financial guidance tailored to meet clients where they are and help them build the future they deserve.

Whether someone is looking to reduce taxes, gain clarity with their finances, or finally feel confident about their money—Janet is the trusted guide to help make it happen.

Together, she helps clients grow their wealth, their confidence, and their freedom.

Our Services

Comprehensive Financial Planning & Consulting

Build Your Personalized Financial Roadmap
Our integrated planning services are designed to understand your unique financial picture and empower you to make informed decisions at every stage of life. We combine hands-on guidance with professional expertise to craft a strategy that’s as individual as you are.

  • Financial Planning for Individuals, Families, Seniors, and Business Owners:
    Tailored financial strategies that address your distinct life circumstances and goals, ensuring robust plans for growth, security, and future success.

  • Money Coaching:
    Develop the habits and discipline you need to manage your cash flow effectively. Our coaching programs help you overcome spending pitfalls and build long-term financial habits that sustain your ambitions.

  • Financial Consulting:
    Gain a deep dive into your financial health with our expert analyses. We identify opportunities, assess risks, and provide actionable recommendations to optimize your financial potential.

  • Accounting & Tax Planning and Preparation:
    From accurate record-keeping to forward-thinking tax strategies, our meticulous accounting services ensure compliance and efficiency, laying a strong foundation for your financial strategy.

Wealth Growth & Investment Strategies

Grow Your Wealth with Confidence
Maximizing your assets isn’t just about earning—it’s about smart investing, strategically planning for retirement, and reducing tax burdens along the way. Our wealth growth services are designed to keep your financial portfolio dynamic and responsive to your evolving goals.

  • Retirement Planning:
    Craft a retirement roadmap that ensures financial independence and a worry-free future. We focus on creating income streams and savings strategies that last a lifetime.

  • Investment Strategy:
    Build and manage a diverse portfolio designed to balance risk and reward. With regular market analysis and strategic adjustments, we help align your investments with your long-term objectives.

  • Tax Strategies:
    Navigate the complexities of tax law with bespoke approaches that reduce liabilities and optimize deductions. Our proactive strategies help you keep more of your hard-earned money while staying ahead of regulatory changes.

Legacy, Protection & Risk Management

Safeguard Your Wealth and Secure Your Legacy
Preserving the wealth you build and ensuring it benefits future generations requires expert planning and proactive risk management. This segment is dedicated to protecting your current assets and setting the stage for a lasting legacy.

  • Insurance Needs:
    Ensure your financial security with risk management solutions tailored to protect both your personal and business assets. Our insurance strategies are designed to mitigate uncertainty and provide peace of mind.

  • Estate Planning:
    Plan the distribution of your assets with strategies that minimize taxes and legal hurdles while honoring your personal values. We help you create a plan that secures your legacy and provides for your loved ones.

  • Wealth Transfer:
    Facilitate a smooth transition of wealth by optimizing the transfer process for tax efficiency and long-term preservation. Our wealth transfer strategies ensure that your financial legacy endures, benefiting future generations.