Hello, I am Jenna Hung, principal of LifeStream Financial Planning. We believe we are different from most of the other financial planners in the market place today. Instead of only focusing on the rate of return on the portfolio, we first focus on Wealth Preservation. We work hard to help you keep the money you earn and help you build a platform to accelerate wealth accumulation. After the monetary leaks are stopped and a sound financial foundation is in place, we move on to the Wealth Generation and Monitoring phase. This allows our clients to grow their net worth efficiently and have peace of mind even in an economic down turn.

For the majority of Americans there are cost barriers that have prevented them from seeking the help of a financial planning professional. Our approach to the process provides middle-income clients and emerging professionals access to objective advice at an affordable flat fee without sacrificing fee-only, expert guidance. There are no minimum amounts of assets that are required to be our client.

No commissions.
No sales pressures.
No conflicts of interest.

At LifeStream Financial Planning, Fee-Only, comprehensive advice means:

Your advisor works for you. LifeStream Financial Planning is paid only by clients, and receives no compensation or referral fees from any other source. Your satisfaction is in your advisor's best interest.

You get comprehensive planning. Can commissioned salespersons advise you impartially on your insurance policies? Your home mortgage? Your health insurance at work? LifeStream Financial Planning takes a holistic approach, considering your entire financial situation, and the relationships between your taxes, your long-term goals, your investment strategy, risk management and insurance considerations, and your estate plan.

Your plan is tailored to you. LifeStream Financial Planning gets to know your specific situation, and works with you on a tailor-made basis, not as a boilerplate entry. LifeStream Financial Planning has no sales contests to win, and no incentive to sell you a high-commission investment or insurance policy.

Your interests are paramount. Jenna is a licensed CPA, PFS professional, serving you on a fiduciary basis.

Before funding LifeStream Financial Planning, I worked as a financial executive and financial strategist in major corporations in Seattle, Washington and Silicon Valley, California. For 17 years, I enjoyed the creative part of crafting solutions for each unique financial challenge and help people reach their financial goals. Part of this time was spent helping ultra-wealthy individuals to run their families estates. While there was a certain "glamour and prestige" working for the rich and famous, I discovered a desire in myself that it would be wonderful if I could provide the same quality advice to people who are not yet rich and famous.

I am a Certified Financial Planner® licensee (CFP®), a Big 4 Certified Public Accountant (CPA), and a State Registered Investment Advisor (RIA). My MBA degree came from Washington State University. The America Institute of Certified Public Accountants recognizes me as a Personal Financial Specialist (PFS). PFS is the only credential issued to recognized financial planners in the industry to hold fiduciary duty to their clients. There are only 3,200+ PFS in United States today. AIF® stands for the Accredited Investment Fiduciary® designation represents a thorough knowledge of and ability to apply the fiduciary Practices. I became a AIF® designee in 2010.

Specialties:
ROTH IRA conversion analysis, long range tax planning and strategy, cash flow management, 401K / IRA, and investment portfolio management, access to DFA funds, home purchase/sell and refinance analysis, comprehensive insurance review, stock options, RSU, ESPP, 83(b), 10(b)5-1, will, trust & estate planning, LGBT, business planning.