ABOUT

 

About you

Congratulations! You have accomplished many and perhaps most of what, at some point, were just dreams. Now you are ready to take the next step in your financial life. It is a pleasure to WELCOME YOU.

Whether you are a first-generation professional making more than your parents together or you come from generational wealth, managing money according to your personal values is not easy.  Add to it any career changes, a new family or new responsibilities for your elderly parents and it may become overwhelming. You could be 30, 50 or 70 and starting a new cycle in life. You want to gain clarity and confidence in your choices.  I can help you find the right decision FOR YOU.  Together we can trace your personal map and make adjustments for you as life changes.  

In my coaching experience, sometimes we have to work on beliefs or stories acquired in our upbringing that are not helpful to us today.  Bringing awareness of those stories can help you free your mind to healthier beliefs and behavior to gain better control of your financial future.


 
 

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Hi, I am Rosario Chacón

MBA, EA, CFP®, CSLP®, FBS®, C.L.C.

I am a Financial Life Planner in the beautiful Bay Area of Northern California. I founded Wealth-Source Financial Planning as an independent fee-only practice dedicated to helping you and your family improve your relationship with your finances so you can achieve the financial plan we will build together. 


Life offers a range of opportunities and challenges and as we take the next step in our career or personal life, we are faced with decisions. As we grow older, we realize that there are no right or wrong decisions; there are only decisions that are right for us. You seek guidance when you are ready and you know it is right for you. It is my pleasure to welcome you to our home


My chosen paths in life have brought me today to you, ready to work as partners to get you on your path towards your financial freedom. As a fiduciary, and life coaching professional, I will help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal and professional life.