Anh Thu Tran, CFP®, MBA Women's Wealth

About Anh Thu Tran, CFP®, MBA

I help single women gain greater clarity, control, and confidence in their finances so they can live life on their own terms.

I am you. My journey into personal finance started unexpectedly more than 20 years ago when my mother developed cancer and was eventually left disabled. I hired a financial advisor to help my parents with their finances. He ended up selling them expensive load funds (5.75%) that further enriched him while hampering their returns. After a year and a half, I caught on and made the tough decision of letting him go and overseeing our family’s finances myself.

As an investor and financial planner, I’ve noticed that while women have made tremendous strides educationally and professionally, this has not always translated into greater financial security. Why?

While there are still a number of social, professional, personal, and psychological biases that hold us back, we are far from helpless. Never have we been better positioned to save ourselves.

We have many of the resources we need to further secure our financial well-being. And, money is just one of them. As with any resource, money has its own energy. I can teach you to harness it more efficiently. In so doing, you can transform money from being the wind in your face to the wind on your back. This will help you go quicker, farther, and with less effort.

Our society often equates money with wealth. While there is overlap, in my mind, they are different. Money is the means to live life on your own terms.

Wealth, however, is the recognition that a life well-lived includes taking care not just ourselves, but also our families and our communities.

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Recently Published

How to navigate transitions with more grace and ease

November 18, 2022

Big life transitions are often scary, because they represent uncertainty and the unknown. While going through transitions, it’s important to focus on our own responsibilities, and let Nature take care of the rest.

The post How to navigate transitions with more grace and ease appeared first on Women's Wealth.

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Financial priorities – You or your family first? (Answer: You)

October 10, 2022

When setting financial priorities, putting yourself first may feel counter-intuitive and selfish. However, you can't truly help others by jeopardizing your own health and financial well-being.

The post Financial priorities – You or your family first? (Answer: You) appeared first on Women's Wealth.

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Successful investing is counter-intuitive

September 13, 2022

Success investing is counter-intuitive as the key tenets are simple to remember, but hard to do.

The post Successful investing is counter-intuitive appeared first on Women's Wealth.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Single Women
  • Women in Transition
  • Women Professionals

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $3000+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.50%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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