My name is Thơ Trefz and I am Future Planner and Financial Wellness Coach. I am also a College, Career, Business and FIRE Strategist.
You may have heard of the FIRE (Financial Independence, Retire Early) movement. This is a lifestyle movement whose goals is financial independence and retiring early.
I am passionate about providing financial education and literacy coaching which helps people with knowledge and preparedness for the future, whether it is for their job, business, income, protection of their family and assets accumulation.
I provide holistic approach to financial planning and future planning to clients so that they can have a long term plan and bigger pictures for them and their families. The biggest concern people have these days are job/career/business securities, income stability, savings & investment ability. Most importantly, the lack of understanding and knowledge is one main factor for people to make those decisions sooner than later.
My commitment is to help people from financial insecurity to financial confidence & ultimately independence. My focus is to empower them with knowledge so they can make informed decisions for a better future. My biggest motivation is to motivate my clients to think outside of the box, be creative and diversified about their income, investment, work toward multiple streams of income, semi-passive and passive income and protect those income sources .
I work with a team of talented and dedicated multi-state licensed financial professionals and we are here to ensure your future financial picture is complete for the destinations you wish to reach for your golden years.
If your goal is to have Financial Independence, Retire Early, please contact me to have a chat.
I wish you all find your happiness and purposes in life.
Thank you for stopping by my page. I look forward to talking to you soon.