Free Webinar on June 13th - Three Paths to Wealth

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Purpose & Mission

We help clients build the financial foundation for lasting happiness through trustworthy and effective financial coaching and planning


Step 1

Take Assessment

Complete a questionnaire to tell us more about you and your aspirations.

Step 2

Book One-on-One Session

Schedule a time to meet 1:1 with your dedicated Baoba coach.

Step 3

Build Your Financial Freedom

Meet with your coach to go over your goals and develop a personalized financial plan.


Jessica C.

Phoenix, AZ

"It's all set for both of my kids! I truly appreciate your guidance. Can’t wait to go through my 401(k) options with you next week!"

Ashley W.

Tempe, AZ

“Now I feel SO good about myself! Thank you so much for getting me started. This is exactly what I wanted!”

3. Michael L.

Micheal L.

Chicago, IL

“You really understand me! Thank you so much!

Camila P. Phoenix AZ

Camila P.

Phoenix AZ

“I feel much better now that I have your guidance. I really wish I started working with you earlier!”

Joi G.

Chicago, IL

“I look forward to our meetings every month. I'm excited about my achievements so far! I never thought about or acted on my financial goals, and now I can't imagine living without them!”

Carlos S.

Chicago, IL

“It's amazing to see my money grow! I'm way ahead of most of my friends. I'd recommend you to anyone who wants to have a clear roadmap to build their savings and investment!”