Listen "159: From Surviving to Thriving with Jon Wong, CFP®"
Episode Synopsis
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
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