Pat 🐼 Tang's Linkedin Analytics

You would rather fold fresh dry laundry before checking your 401(k) You would rather empty the dishwasher before shopping insurance. ANYTHING is better than talking finance, even VACUUMING 😱 Money has always been a TABOO topic to discuss. Personal finance is... well it's PERSONAL. We feel shame, embarrassment, and vulnerability at the same time! My Mission? Create simple, personalized strategies to help get your financial life together. Many financial advisors focus on Products, Pricing, and Performance. My 3 P's are a little different: PLANNING, PROCESS, and PHILOSOPHY. (Skip to end to learn more about Pat 🐼 Tang) We focus on aligning our ACTIONS with our INTENTIONS through a 3-Step Process: 1. Collaborative Discovery Conversation 2. Advisys 3. Implementation That's how we close the INTENTION-ACTION GAP! Worried about running out of money? Not sure you've saved enough for retirement? Not sure what type of life insurance is right for you? Wondering how taxes impact your finances? If you're ready to close the GAP between you and your financial goals... DM or Email me "Collaborative Discovery" You'll receive a Complimentary Consultation Roadmap! 843.779.3395 [email protected] Market got you down? DM me "4 Tips for Down Markets" Two factors shape who I am today and who I LOVE to support: 1. Growing up in a house full of women - I never had a father in my life. My mom was the sole income earner. My grandma fed, bathed, dressed, looked after us. My sister was a trailblazer. 2. First Generation Asian American - Being "DIFFERENT" and looked down on. Naturally I gravitate towards helping minorities of ALL social identities with special affiliation towards: Single-Moms, Women in Tech, Racial Minorities, Special Needs and other Neurodiverse Peoples In the community you'll see a LOT of me: -Volunteering because I wouldn't be where I am today without the support of the Chinese American Church or Chinese American Community Center in Hockessin, DE. -Singing with the Charleston Mens' Chorus (ask about my music degree) -2023 Co-Chair of Charleston Young Professionals through Charleston Metro Chamber of Commerce -Volunteer Organizer at 1MillionCups - Charleston -Daniel Island Rotary Club -Diversity, Equity, Inclusion - Creating BELONGING -Charleston Battery SuperFan -Volleyball Addict