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We want to talk about it all.

Financial topics can be loaded and painful. We create a safe space to listen and bring everyone into the conversation.

We're bringing personal back to personal finance.

Financial planning centered on empathy, listening, and access.

Your finances start with you.

Before we get to the bank accounts and numbers, we want to learn who you are, and what matters to you.

What are your values?

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How do you think about money?

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What do you want for your future?

We'll go in-depth together to explore these questions and make a plan designed around you.

Two great ways to work together:

LEVEL UP YOUR FINANCIAL FUTURE

New clients will start here.

We'll go in-depth to understand you, and work together towards your family's financial goals.

EXPERT MANAGEMENT OF YOUR ASSETS

Already have a plan?

We can manage and implement it for you. Rest easy knowing an expert is at the wheel.

means

never having to Google a finance question again.

Meet your new go-to. 

After 14 years as a planner for private firms, Jon wanted to provide talented professionals and growing families with a better financial experience.

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That's when Layari was born.

Jon Wong,

founder of Layari

CERTIFIED FINANCIAL PLANNER®

Ready to interview your new personal CFO?

Schedule a friendly, no-pressure call to meet our family and share your story.

We're a fee-only firm.

This means we don't sell any products, so our advice is based solely on your needs and goals.

 

As a fiduciary, we are legally and ethically committed to putting your needs first.

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