Most people don't know where they stand.
Even fewer know what's possible.

Financial planning for families balancing kids, parents, taxes, and the question of what "enough" really means. Especially when your responsibilities extend beyond your own household.

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WHO I WORK WITH

Different situations. Same question.

How do I take care of the people who depend on me while still building the future I want?

Many of my clients are balancing careers, businesses, children, aging parents, and responsibilities that don't fit neatly into a spreadsheet. The details vary, but the goal is the same: a plan that reflects your whole life.

"We've saved for years.
We just don't know if it's enough."

Approaching Retirement

Turning savings into retirement income
Planning for healthcare and long-term care costs
Balancing retirement with family responsibilities

How I help pre-retirees

"The business is doing well.
Everything else feels disconnected."

Business Owners

Building wealth beyond the business
Coordinating taxes, succession, and family expectations
Creating a path toward financial independence

How I help business owners

"We're earning more than ever,
but still making decisions one at a time."

Peak Earning Years

Balancing your own goals with family responsibilities
Making the most of stock compensation and retirement plans
Balancing today's responsibilities with tomorrow's goals

How I help working professionals

ABOUT

Jake Song

Financial Advisor

McCune Whiteley Wealth Management

The technical work matters.
The relationship matters more.

Financial planning is rarely about spreadsheets. It's about helping people make confident decisions.

I'm a Korean immigrant, former U.S. Air Force servicemember, and Austin-based advisor.

The conversations that matter most rarely begin with investments. They begin with retirement, family, taxes, and the responsibility of being the person others depend on.

My role is to help clients make confident decisions with a plan that reflects their lives, not just their accounts.

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Planning gapIllustrative trajectory comparison

The delta to understand

With a plan

Current path

TodayNext decisionFuture

THE WORK

Close the distance.

Most financial plans are built on assumptions.

The gap between where you are today and where you want to be is usually smaller than people fear, but larger than they realize.

The work is understanding that gap clearly, then making better decisions to close it.

That's where planning becomes valuable.

See how planning works

THE PROCESS

Three conversations before you share a document.

Most planning relationships begin with paperwork.

Mine begins with understanding how you think about money, family, and the future.

01~30 min

A first conversation.

No paperwork. No statements. Just a conversation about your goals, responsibilities, and what prompted you to reach out.

02~60 min

A second conversation.

I'll share how I think about your situation, where I see opportunities, and where planning could add value.

03Engagement

The Blueprint.

If we decide to work together, we build a plan that covers the areas most important to your life and goals.

The first two conversations are free. That's the trust I expect in either direction.

COMPENSATION

Compensation, disclosed.

You'll know exactly how I'm paid before deciding whether to move forward.

Some clients prefer an assets-under-management relationship. Others prefer project-based or ongoing planning fees.

We'll discuss what fits best before any engagement begins.

Assets Under Management

0.75%–1.5%

Fee-Based Planning

Flat fee, retainer, or subscription

BEFORE WE TALK

A few honest answers.

No.

The first conversation is simply about your situation, your goals, and what's on your mind.

If we decide to continue, we'll gather information later. The early conversations are for understanding, not paperwork.

Not everyone should hire a financial advisor.

If you're looking solely for investment management, a low-cost platform may be a better fit.

I tend to be most helpful when financial decisions involve competing priorities, family responsibilities, business ownership, retirement planning, or multiple moving pieces that need coordination.

If I don't think I can add value, I'll tell you.

That's okay.

The right time for planning isn't always determined by the size of a portfolio.

Sometimes the most valuable planning happens before major decisions are made.

If it isn't the right fit today, I'll tell you honestly and point you toward the next best step.

Those firms do a good job managing investments.

My work focuses on the decisions surrounding the investments.

Retirement timing. Stock compensation. Aging parents. Business ownership. College funding. Tax strategy. Major life transitions.

The portfolio matters. The plan matters more.

Then the question becomes whether you're getting the kind of advice you need.

If your advisor is helping you coordinate the broader financial decisions in your life, there may be no reason to make a change.

If most conversations revolve around investments and performance, it may be worth having a conversation.

You can review my regulatory record through FINRA BrokerCheck and learn more about my experience, credentials, and registration history there.

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These questions go unasked for years.A conversation changes that.