Slow and steady wins the race

Hi, I’m Tae.
I like money, but I’m slow.

So I help people build wealth slowly — simple investing, smarter taxes, and a plan you’ll actually stick to.

Free guide + newsletter. No spam, unsubscribe anytime.
350K+
YouTube subscribers
30M+
YouTube views
20K+
Newsletter readers

Not sure where to begin?

Take a quick quiz. Get a plan.

Answer a few questions and get a free, personalized next step.

What I believe

Wealth is built quietly.

The tortoise didn’t win by being fast. He won by never stopping. These few rules guide everything I teach.

  • 01

    Consistency beats speed.

    Small, steady steps compound into real wealth. The secret is not stopping.

  • 02

    Boring investing works.

    Low-cost index funds, held for a long time, beat most hot tips, stock picks, and expensive advisors.

  • 03

    Simple beats clever.

    Fewer accounts, fewer funds, fewer decisions. A plan you’ll actually stick to beats a perfect one you won’t.

  • 04

    Money should serve your life.

    The goal isn’t the biggest number. It’s security, freedom, and time for the people you love.

Work with me

Want a clear plan — and someone to build it with?

The Financial Tortoise Community is my private program for people who want to simplify their money, invest with confidence, and stop second-guessing — with 1:1 help from me.

CoachingPrivate 1:1 sessions with me, plus monthly live Q&As.
ConnectionA private forum, small masterminds, and a book club.
EducationStep-by-step courses on mindset, investing, and taxes.
ToolsMonarch and ProjectionLab included, plus my calculators.

Next enrollment opens January 2027. Waitlist members get 24-hour early access.

“Having one-on-one meeting time with Tae where I can ask personal and specific questions and get Tae’s insight has been incredible!”

Peter, Creative Director

“Joining Tae’s community was one of the best financial decisions I’ve made. His simple approach makes sense and has given me the confidence to map my own economic path.”

Catherine, Scientist

“Speaking with Tae was so helpful and cleared a lot of things regarding 529, Backdoor Roth, and clarified my mindset about investing. Thanks!”

Sandeep, Dermatologist

Free guide

Secure your family’s future in 10 simple steps.

Get Slow & Steady Wins the Race, my free guide to building a strong financial foundation — plus my weekly newsletter. Join 20,000+ readers.

  • The exact order to tackle your money
  • Real numbers and simple action steps
  • A printable “Where am I?” checklist

No spam, unsubscribe anytime.

14 pages · 10 steps · Printable checklist