About

I’ve been committed to finance my entire life. I’m a designated accountant (CPA, CGA). Throughout my career, I’ve always felt like there is a disconnect between our financial goals, our purpose in life, and our relationship with money. Systems and organization are essential, but so are mindset and openness to abundance. If you’re unclear about your purpose, what you really want, and you feel you’ve developed a scarcity mindset from limiting beliefs, then all the systems in the world won’t help. This is what drove me to dive deeper into the energy of—and our relationship with—money after I completed the Co-Active Coaching Certification Program and became a Certified Professional Co-Active Coach (CPCC) and Associate Certified Coach (ACC, an International Coaching Federation, ICF, accreditation). To deepen my relationship with energy healing, ‌I also obtained my Reiki Master Teacher Certification.

I created The Holistic CFO™ because there’s a gap between financial literacy and money mindset.

Having been in accounting for over a decade, I found myself asking: “Why are we making more money? What’s the purpose of it?” As I started offering professional coaching to clients and focused on career and finances, I realized in addition to the disconnect between financial literacy and money mindset, the Asian culture has a huge impact on women's relationship with money. 

I’ve seen a lot of toxic masculinity in the corporate world, and patriarchy is still prevalent in the accounting and finance industry. It’s no wonder women feel a lack of self-worth and self-esteem around money; we’re taught not to feel entitled to want more for ourselves. Women statistically lack access to information, opportunities, and experiences. When I found my soul’s purpose, I realized I could integrate the energy and mindset of money with financial literacy for women—this became the foundation of The Holistic CFO™.

I’m passionate about coaching Asian women at the intersection of finance, purpose-driven goals, and meaningful career, business, or personal development. They can feel trapped because of cultural limitations, trauma, or setbacks. I help to transform their money mindset and mentality by reprogramming their subconscious to abundance and prosperity habituation so they can gain financial independence. 

I build trust in their financial freedom potential through practical strategies and mindset exercises. They boost their self-confidence, find their purpose, and gain a deeper understanding of their worth. It’s amazing to see them break free from the cycles of toxic Asian cultural indoctrination and live lives full of freedom, purpose, and fulfillment on their terms. We all deserve to experience a secure sense of value, both emotionally and financially. In fact, they go hand in hand.

I get fired up when my clients give themselves the permission to make independent choices and decisions for themselves, regain control over their lives, reclaim their voice, and feel confident asking for what they want, need, or desire. It’s satisfying to see them rebuild a healthy relationship with themselves, their family, and their money. I’m a systematic thinker who brings both intellectual (IQ, the yang energy) and emotional (EQ, the yin energy) intelligence to my work. I combine my pragmatic financial expertise, mindset training as a motivational coach, and intuition into my relationships with clients.

My family and I immigrated to Canada from Taiwan back in 1998. I’m bilingual, fluent in English and Mandarin. I’m a travel junkie and love exploring different cultures—especially cuisine! I sold my condo in June 2022 and started my digital nomad life. When I am not out and about exploring the world, I am in Vancouver, BC, because that is where my parents live. I’m passionate about fine art, music, theatre, crafts, and photographing places that bring me joy and serenity. In the future, I hope to expand my offers to include real estate, accounting and financial advising services.

As women, we can face many challenges with financial independence and security, but that doesn’t mean you can’t achieve everything you want and more! As a certified personal coach, I’ll help you work through mindset and energy exercises to heal your relationship with money so you can reach your full potential. I’m here to support you on the path to finding a job or career that’s aligned with your life purpose, which ALSO provides financial abundance. YES! You CAN have both!

If you’re ready to feel abundant and achieve financial security, get in touch! I’m here to help you reach your money and life goals and live a more fulfilling life.