Welcome! I’m Wallis - a mom, a fiduciary investment advisor and licensed insurance broker. I have low tolerance for bad advice, and the info out there on 529 plans has a lot of it.

You deserve better. So we built it:

• Clear, brutally honest 529 plan reviews
• Cost of your kids' education
• How much to save
• Tax breaks (don’t leave $ on the table!)

We don’t accept any payments for this guide. We want to work for you. Our goal is to be so helpful and awesome that you’ll reach out to us for help with financial planning, investments or insurance!

Warm Regards,
Wallis Tsai