Our Philosophy
Imagine feeling enlightened, educated and empowered along your financial journey. We want everyone we meet to feel that way. It’s our ethos, our philosophy, our mission, our guiding light.
We are so committed to our philosophy of financial enlightenment, education and empowerment that we often hold personal finance and investment seminars at area businesses, churches and nonprofit organizations in the markets we primarily serve. We also have a robust library of content – webinars, podcasts, newsletters, blogs, white papers and more – that you can access anytime, from anywhere on our website, www.theyellowtriangle.com.
Our founder, Stephen Ng, has even written a book, “10 Financial Mistakes You Should Avoid: Safe Strategies Designed to Help Keep Your Money Safe and Growing.” And because we believe in giving back and lifting up, all the proceeds from the book go to benefit World Vision. Philanthropy is near and dear to our hearts — and we are ready to help you help the organizations and causes that matter the most to you, too.
We view our work as a calling, and so we are passionate about helping you align what we call “the stars of heaven” — health, wealth and time. There can be a finite window when the stars align. Alignment requires prioritization, balance and planning. It requires understanding our values and that there is a right time and right season for everything. We help you find that balance.
Our Mission
Our mission is to enlighten, educate and empower every step of your financial journey. No matter where you are on that journey, we seek to help you experience the peace of mind of having the stars – health, wealth and time – align.
