Jade & Cowry is an independent, fee-only fiduciary financial planning firm serving globally mobile professionals and multinational families. The firm helps people whose financial lives span countries and jurisdictions make informed decisions and plan for a meaningful life with less financial stress. Its clients include families with multiple citizenships or cultural backgrounds, international employees with equity compensation, first-generation immigrants in the United States, and cross-border business owners.

Through its GPS Planning Program, Jade & Cowry provides comprehensive, ongoing, collaborative financial guidance. Services include organizing finances across borders, setting goals, saving for the future, managing investments, budgeting, considering cross-border tax matters, and planning for retirement and other life events. The firm also helps clients safeguard their families’ financial futures and can coordinate with clients’ advisers in other countries or consult its network of local experts when needed.

Managing partners and CFP® professionals Hui-chin Chen and Sefa Mawuli bring personal experience navigating international moves and financial systems.