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about me

My name is Terence Lam, and I am a CPA with 25 years of tax experience, mainly with large publicly traded organizations.  My career helped companies save millions of dollars in income tax around the world. 


In early 2020, I took a severance package from my employer and began my early retirement journey at the age of 48.  During this time, however, I discovered my true passion is to develop the best tax strategies for early retirees and to provide financial coaching to help others around me.  As a result, I formed this company to pursue this passion and to share my FIRE (Financial Independence, Retire Early) experience with others.  I want to help you resolve your money challenges, plan for your retirement, develop a tax strategy, and, last but not least, lower your income tax burden so you can spend more time doing what you enjoy most in life.

In my spare time, I love to travel, hang out with my families and friends, and help less fortunate individuals and non-profit organizations address their financial challenges.  

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