Raleigh Durham Triangle, NC
Meets Virtually:
Meets In-Person:
Accepting New Clients:
Rupa Pereira, EA, AIF, CSLP
Raleigh Durham Triangle, NC
Meets Virtually:
Meets In-Person:
Accepting New Clients:
Quarterly Subscription
$450+
Annual Subscription
$600+/yr
One Time Fee
$3,000+
Hourly
$200+/hr
- Women
- Female Breadwinner
- Immigrants
- Expats/Living Abroad
- Families with Children
- Tax Strategies
- College Savings
- Investments
- Budgeting
- Debt & Credit
When financial matters can seem like a 2nd language.
You may be foreign born, a head of household or in a woman-led household, where financial matters seem foreign or too complicated to understand.
That's where FWJ Planning comes in. Founder and Lead Planner, Rupa Pereira, EA offers financial advice, either in a comprehensive or project based engagement. She has traversed her US journey on an H1B visa, building a family and a financial base from ground-up, switching careers, states and has arrived at her #Ikigai - serve households in similar life stages as they grapple with complexities of raising a family away from their native home.
Tax Planning, Cross-Border Planning, Retirement Planning, College Planning, Buying a Home, Elder Care planning, College Planning, Investment Planning, Cash-flow Planning, Legacy Planning and Estate Planning are few of the areas she assists her clients with.
Rupa has an MBA from UNC Chapel Hill, is a CFP® candidate , and is licensed as an Enrolled Agent to practice in front of the IRS. She's also a Certified Student Loan Planner (CSLP) and an Accredited Investment Fiduciary (AIF).
Rupa offers Hourly engagements scoped based on specific client needs - as one size doesn't fit all. She's also a Tax Professional and is authorized to file taxes. Her Tax Services can be found at www.fwjtaxprep.com
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.