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Learn from Echo how to create a financial plan for your money so you can achieve financial independence. Echo shares everything from savings, investing and protecting your money. Powerful conversation with some great insights.

About Echo Huong

Echo Huang left China at age 20 to cross the ocean with nothing but $800 and the hope of achieving the American Dream.  Her courage and dedication fuelled her journey through the business world over the next twenty years, gaining experience working in financial planning firms of all sizes before venturing off on her own.  Today, as founder and president of Echo Wealth Management with multiple designations such as CFP, Certified Public Accountant (CPA) license, and Chartered Financial Analyst (CFA) charter, Echo helps the country’s top executives and entrepreneurs take the complexity out of their finances, giving them the confidence to follow their dreams and achieve their goals.

Show Highlights

-If you have money or not create a financial plan. You need a plan to deal with market uncertainty.

-When deciding how much for your emergency fund, it must cover your basic expenses.

-It is important to have one or two months’ worth in your checking/current account.

-Saving plan, cashflow plan, budgets, and importance of paying yourself first

-Asset location and sticking to the strategy.

-How to protect yourself insurances and important documents to have in place.

-Keep your emotions out of it, stay disciplined and stay invested.

Echo’s Free Gift for you

Write an Amazon kindle book review before 11/30/2020, receive a hardcover book signed by me.

Connect with Echo





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Jason peterson, lornapoole, podcast, financial freedom, invest, music industry