Yong Li MA's Linkedin Analytics

I never thought that I would end up being be a financial advisor for senior accounting professionals. In 2021, six months into a new corporate role, I came to a difficult realization: I wasn’t fulfilled, and I couldn’t imagine doing this for the next few decades. I missed the sense of purpose and impact I had as a Senior Audit Manager—working closely with my clients and leading my team. I wanted a career where I could make a meaningful difference, not just for companies, but for people now—while still leveraging the skills and experience I’d built over the years. Having worked as an accounting professional for more than a decade, I witnessed my industry peers invested so much time safeguarding companies, protecting their interests, and ensuring their financial health. But often, they neglect to do the same for themselves . This can lead to: - Risks being poorly covered, where we spend too much for inadequate protection. - Investments not being made consistently, simply because we don’t have the bandwidth to think about them. We all get caught in the routine: going to work, filling out time sheets, seeing the paycheck hit our accounts, and still questioning 🤔 - Do I have enough for my children’s education or my retirement? - Can I afford to take a career break or make a career switch? - Would I be financially secure if I had to leave the company unexpectedly? This became my purpose. My “WHY” to working with senior accounting professionals. My goal is to guide senior accounting professionals through these challenges—to give them clarity and peace of mind. I want to help you: - Regain control of your time to lead your your best life now - Secure your family's future and ensure your legacy is protected. - Optimize your resources so they align with your life goals, not just your career goals. Have you ever feel the same way as I did before?