Stay ahead of your money.

Stay ahead of your money.

Stay ahead of your money by remembering money is for spending today and tomorrow. Just Plan So You Have the Money for Tomorrow.

I hope you’re enjoying the start of fall. As we enter Q4 and look ahead to 2025, one thing remains clear this is a great time to reflect on our money habits, increase our money and create more money to spend on our future, both the unexpected and the expected.

Let’s chat. Our goal is to help you make well-informed decisions and choices for your future. Live with security, confidence, and certainty. 

Call 1-415-793-7979 or email me at ma*********@gm***.com .

About Mary Wong

Loading…

I was without medical and dental insurance and then we met Mary. She met with me and determined that I qualified for covered California. And the rate on the top-level Kaiser was lower than I could believe. Then she said I also could have top-notch dental insurance as well for a low monthly fee. She never charged me a cent for all this.  I Definitely recommend going to see Mary. I got very ill last month and I had the very best medical care imaginable. Thank god for Mary. !!!

Jim W.

I needed new healthcare coverage, emailed 4 brokers I didn’t know and Mary was the first to respond and was very helpful.  She was conversational and informative via emails until we met, then she helped me through the process with her expertise.  I got good coverage at a good rate, and having worked in customer service software, I know what a good user experience is all about.  Mary exceeded expectations.  I would definitely recommend her.  Andrew

Andrew W.