- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Cambridge, MA 2139
Phuong Luong is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Hello, I'm Phuong.
I am a Certified Financial Planner™ and the founder of Just Wealth.
I help people create simple financial plans, that balance complex lives and priorities with their work, family, and passion projects.
In both my business and my volunteer work, my mission is help people do what they love and clear barriers to wealth. I started teaching myself about personal finance at a young age because I wanted to make my own rules about where and how I work.
My passion projects? I am dedicated to economic justice and dismantling systemic inequality. I regularly help pro bono clients, volunteer in Cambridge, Mass., and teach workshops on closing racial and gender wealth gaps.
In my business, I truly love being a financial planner because 1) my clients are amazing people making the world a better place, 2) I’m 100% a personal finance nerd, and 3) I think knowing how to direct where your money goes, and why it flows the way it does in the world, is power.