Virtual & San Francisco Financial Planning
Uncomplicated Strategies for Your Wealth Peace.
Clear financial direction you need, personalized for the life you want.
Life is rarely straightforward, and yours deserves more than a one-size-fits-all financial plan or a quick consultation that leaves you with more questions than answers. With WealthPeace®, you’re getting in-depth, unrushed financial planning that covers every area of your financial life—cash flow, retirement, investments, tax strategy, insurance, and estate planning—all coordinated under the expert guidance of Eunsoo Chung, CPA/PFS, CFP®.
We follow a proven structure to avoid gaps, but every recommendation reflects your specific situation, timeline, and values. It’s your plan, your priorities, and your peace.
You don’t need to figure this out alone, and you don’t need to have all the answers before we start. We’ll meet you wherever you are and help you build a plan that makes sense for your life.
Click to see the questions our clients Ask, that we help answer
- Things have gone well for me so far, but I’m worried about what comes next.
- What should I do with my inheritance?
- I got a divorce—it’s scary to think about managing my own finances now.
- Can I afford to buy a home in the Bay Area or San Francisco?
- I’m going through some life changes and need help organizing my finances.
- Am I saving enough, or am I spending too much?
- Am I on track to become financially independent?
- How much should I be contributing to my 401(k)?
- How can I maintain my lifestyle once I retire?
- I want to retire in two years. Can I afford to do that?
- I don’t have an investment strategy and don’t know where to begin.
- Should I pay off my mortgage early or invest that money instead?
- What tax strategies am I missing out on?
- When is the right time to exercise my stock options?
- What’s the smartest way to handle my RSUs?
- How can I make sure my family is financially protected?
- I want to be (outrageously) generous. How do I do that responsibly?
- I don’t understand estate planning, and I’m not sure I have enough assets.
Even the most capable people reach a point where they need someone who can see the full picture and help make sense of it all.
Feel at peace with your money and your future.
Every area of your financial life should be organized and working together. Here’s how we help you do that.
We arrange your financial planning for professionals into focused areas, giving each one the dedicated attention it deserves, as we go through the process.
Comprehensive or focused—choose the support you need.
Not every person needs every service at every stage of their financial journey. You may need to put equal focus on all areas, or in-depth guidance on specific strategies like retirement planning or tax strategy. We customize your plan to match your goals and current situation while keeping a structured approach. It’s care that’s personal.
How It Works
We believe peace of mind starts with a clear financial plan. Throughout the process, we meet you where you are. You deserve to understand your options, ask the big & small questions, and move forward feeling empowered with your wealth.
You may be wondering…
What Does Fee-Only Fiduciary Mean?
Many financial advisors earn money by selling investments, insurance, and other products, which can create conflicts of interest. When your advisor’s paycheck depends on what they sell you, how can you be sure their advice is truly objective?
As a fee-only fiduciary, WealthPeace® is only compensated through the fees our clients pay for our services.
We don’t get commissions, referral fees, or kickbacks from financial products or third-parties. Every recommendation we make is based solely on what’s best for your financial situation, not what generates revenue for us.
affiliations
San Francisco Financial Planning: Virtual & In-Person in the Bay Area
Frequently Asked Questions
Do I have enough assets to work with you?
Financial planning isn’t just for people who already have significant wealth. It’s for anyone who wants to build it. If you’re a high earner with minimal savings, we’ll work with you. If you’re already well on your way to retirement, we’ll work with you, too.
WealthPeace has no minimum income or net worth requirements. Financial freedom is for everyone, and the best way to find out if we’re a good fit is to get in touch.
How long does the initial financial planning process take?
The full process typically takes 8-10 months from our initial conversation to your 30-day follow-up. The core planning sessions span 4-6 months, during which we implement strategies as we go along. We don’t wait until the end. You’ll make progress on your financial goals throughout the process, not just learn about things you should be doing.
How much does financial planning cost?
Every client’s financial plan is unique, so we provide custom quotes. To give you an idea, the typical range is $12,000 – $25,000 for comprehensive planning, with payment options available.
Is your financial planning virtual or in person?
Most of our clients work with us virtually from across the US. If you’re in the Bay Area and prefer meeting in person, we’re happy to accommodate that as well.