Know Your Worth Financial

Know Your Worth Financial is a virtual financial planning firm dedicated to helping ambitious young individuals and couples of color build their ideal financial future. Founded by Certified Financial Planner Steven Chau, we strive to create a safe, inclusive, and judgment-free space for open conversations about money and personal finance. Our mission is to guide and educate our clients through the major milestones of their financial lives, including starting a business, buying a home, getting married, starting a family, and planning for early retirement.

Who We Work With

At Know Your Worth Financial, we specialize in working with young professionals of color who are eager to take action and create the financial future they deserve. With less than 18% of personal financial advisors being people of color, we identified a need to change the narrative and better serve underrepresented communities in the financial industry. Our personal experiences have driven us to create a platform that provides necessary tools and resources for those who have been historically underserved.

Our Fiduciary Responsibility and Fee-Only Structure

As a Registered Investment Advisor, we uphold a legal and ethical responsibility to act in your best interest at all times. Our fee-only structure ensures that we do not receive commissions, push products, or have incentives to upsell. Our compensation comes directly from you, allowing us to maintain a commitment to transparency and trust.

Comfortable Financial Planning, Anywhere and Anytime

We understand the importance of flexibility and convenience in today's fast-paced world, which is why we offer virtual services accessible from anywhere. With an emphasis on your comfort, we provide weekend and evening appointments, allowing you to plan your finances from the comfort of your couch.

Customized Solutions For You

At Know Your Worth Financial, we believe in a personalized approach to financial planning. Our solutions are tailored to your unique goals, values, and aspirations. Our team is dedicated to crafting a one-of-a-kind financial plan that speaks to your dreams while incorporating your financial reality.

Sustainable Investment Portfolios

We believe that aligning your financial decisions with your environmental values is an essential aspect of a comprehensive financial plan. Our sustainable investment portfolios allow you to incorporate your commitment to sustainability while still maintaining a diversified and growth-oriented investment strategy.

Our Founder, Steven Chau, CFP

Steven Chau, CFP, is a seasoned financial professional with over 13 years of experience in the financial services industry. After working with prominent firms such as Charles Schwab, USAA, and Vanguard, Steven founded Know Your Worth Financial. As a Certified Financial Planner, Steven is committed to empowering and educating others on their financial journeys, especially those who have historically been underserved in the industry.

Ready to start building your financial future?

Schedule a meeting with us today to discover how Know Your Worth Financial can help you achieve financial independence while staying true to your values and goals.