Wealth management isn't just for the wealthy

You don’t have to be wealthy to start managing wealth; you can start growing it now from right where you stand. 
ORDER YOUR COPY

Wealth management isn't just for the wealthy

You don’t have to be wealthy to start managing wealth;

you can start growing it now from right where you stand.

GET YOUR COPY!

Wealth management isn't just for the wealthy

You don’t have to be wealthy to start managing wealth; ï»¿you can start growing it now from right where you stand. 
ORDER YOUR COPY

About the Book.

HIGHLIGHTS
THE BEST PLANS ARE MADE IN ADVANCE
Many people don’t understand the roles and responsibilities of financial advisors or financial planners and therefore fail to take advantage of opportunities to grow their wealth now, rather than in the future. Based on the author’s twenty-five years of experience in investment management and private and public accounting, this book makes financial planning simple. 
SIX FINANCIAL PLANNING TIPS SPECIFICALLY FOR WOMEN
Women face unique challenges in planning for retirement. This books lays out exactly how to hold on to more wealth as women and how immigrants managing a U.S. based portfolio can protect themselves.
CREATE YOUR MONEY MANAGEMENT DREAM TEAM!
Take a look behind the curtain on the wealth management profession as a whole. Find out how to make financial planning work for you, as well as whom and what to trust, so you can be sure everything is working together holistically towards your financial independence day.
YOU CAN BE MORE CHARITABLE TOMORROW
Learn the ins and outs of giving: how to gift appreciated securities to avoid capital gains tax, ways to time your gifts wisely, how to name a charity to your best advantage, why to gift your IRA assets every year, how to bundle multiple years’ donations, how to take advantage of low interest rates with a charitable lead trust, and how to inspire your heirs.
FOUR COMMON MONEY PROBLEMS TO FOCUS ON
Learn how to calculate your net worth. Determine if you are an emotional investor. Read why reviewing insurance needs and coverage infrequently put you in cash danger. Understand why you need to avoid having money scattered in various accounts.
GET ACCESS TO THE ECHO DASHBOARD!
The Echo Dashboard shows you how to consolidate and track all of your accounts and then project your future cash flow and net worth over time.
THE BEST PLANS ARE MADE IN ADVANCE
Many people don’t understand the roles and responsibilities of financial advisors or financial planners and therefore fail to take advantage of opportunities to grow their wealth now, rather than in the future. Based on the author’s twenty-five years of experience in investment management and private and public accounting, this book makes financial planning simple. 
SIX FINANCIAL PLANNING TIPS SPECIFICALLY FOR WOMEN
Women face unique challenges in planning for retirement. This books lays out exactly how to hold on to more wealth as women and how immigrants managing a U.S. based portfolio can protect themselves.
CREATE YOUR MONEY MANAGEMENT DREAM TEAM!
Take a look behind the curtain on the wealth management profession as a whole. Find out how to make financial planning work for you, as well as whom and what to trust, so you can be sure everything is working together holistically towards your financial independence day.
YOU CAN BE MORE CHARITABLE TOMORROW
Learn the ins and outs of giving: how to gift appreciated securities to avoid capital gains tax, ways to time your gifts wisely, how to name a charity to your best advantage, why to gift your IRA assets every year, how to bundle multiple years’ donations, how to take advantage of low interest rates with a charitable lead trust, and how to inspire your heirs.
FOUR COMMON MONEY PROBLEMS TO FOCUS ON
Learn how to calculate your net worth. Determine if you are an emotional investor. Read why reviewing insurance needs and coverage infrequently put you in cash danger. Understand why you need to avoid having money scattered in various accounts.
GET ACCESS TO THE ECHO DASHBOARD!
The Echo Dashboard shows you how to consolidate and track all of your accounts and then project your future cash flow and net worth over time.
LEARN MORE
THE BEST PLANS ARE MADE IN ADVANCE
Many people don’t understand the roles and responsibilities of financial advisors or financial planners and therefore fail to take advantage of opportunities to grow their wealth now, rather than in the future. Based on the author’s twenty-five years of experience in investment management and private and public accounting, this book makes financial planning simple. 
SIX FINANCIAL PLANNING TIPS SPECIFICALLY FOR WOMEN
Women face unique challenges in planning for retirement. This books lays out exactly how to hold on to more wealth as women and how immigrants managing a U.S. based portfolio can protect themselves.
CREATE YOUR MONEY MANAGEMENT DREAM TEAM!
Take a look behind the curtain on the wealth management profession as a whole. Find out how to make financial planning work for you, as well as whom and what to trust, so you can be sure everything is working together holistically towards your financial independence day.
YOU CAN BE MORE CHARITABLE TOMORROW
Learn the ins and outs of giving: how to gift appreciated securities to avoid capital gains tax, ways to time your gifts wisely, how to name a charity to your best advantage, why to gift your IRA assets every year, how to bundle multiple years’ donations, how to take advantage of low interest rates with a charitable lead trust, and how to inspire your heirs.
FOUR COMMON MONEY PROBLEMS TO FOCUS ON
Learn how to calculate your net worth. Determine if you are an emotional investor. Read why reviewing insurance needs and coverage infrequently put you in cash danger. Understand why you need to avoid having money scattered in various accounts.
GET ACCESS TO THE ECHO DASHBOARD!
The Echo Dashboard shows you how to consolidate and track all of your accounts and then project your future cash flow and net worth over time.

Wealth management can be complicated, but it doesn’t have to be! 

Some financial advice books are too complicated, and others skimp on the details. This book aims to give you the tools and education to think properly about your money, to identify who should be on your financial team, and to offer insights into what each of them should deliver. Echo Huang is a rare find when it comes to wealth management. She advocates for more women to get into the wealth management industry as well as for people to start financial planning at much younger ages.



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About Echo.

Echo Huang is a financial planner with CFP® (Certified Financial Planner) designation and over 25 years of experience in the financial services and accounting industries. She helps executives and entrepreneurs in Minneapolis and St. Paul take the complexity out of their personal and business finances. Born and raised in China, she came to the United States with $800 in her pocket in hopes of pursuing – and achieving – the American dream. Through higher learning, continued education, and hard work, she gained valuable experience and extensive knowledge about wealth management, investment strategies, and tax planning. After years of working as an accountant, a financial advisor and partnering with other financial firms, she founded Echo Wealth Management in 2015.

MORE ACCOMPLISHMENTS 
She offers in-depth financial planning and personalized investment management services for professionals, executives, and entrepreneurs. She is an expert in stock options, trading plans, and Deferred Compensation Plans. As an investment professional with CFP®, Certified Public Accountant (CPA) license and Chartered Financial Analyst (CFA) charter, she is sought after to create personalized financial plans and execute the holistic strategies. Learn more by visiting Echo Wealth Management.
VISIT ECHO WEALTH MANAGEMENT

About Echo.

Echo Huang is a financial planner with CFP® (Certified Financial Planner) designation and over 25 years of experience in the financial services and accounting industries. She helps executives and entrepreneurs in Minneapolis and St. Paul take the complexity out of their personal and business finances. Born and raised in China, she came to the United States with $800 in her pocket in hopes of pursuing – and achieving – the American dream. Through higher learning, continued education, and hard work, she gained valuable experience and extensive knowledge about wealth management, investment strategies, and tax planning. After years of working as an accountant, a financial advisor and partnering with other financial firms, she founded Echo Wealth Management in 2015.

MORE ACCOMPLISHMENTS 
She offers in-depth financial planning and personalized investment management services for professionals, executives, and entrepreneurs. She is an expert in stock options, trading plans, and Deferred Compensation Plans. As an investment professional with CFP®, Certified Public Accountant (CPA) license and Chartered Financial Analyst (CFA) charter, she is sought after to create personalized financial plans and execute the holistic strategies. Learn more by visiting Echo Wealth Management.

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Get in Touch.

3033 Campus Drive, Suite N145, Plymouth, MN 55441 | info@echohuang.com |   763-432-7875

Echo Huang Contact

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