159: From Surviving to Thriving with Jon Wong, CFP®

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