Didi Chen
Fiduciary planning for immigrants, Asian Americans and their families working through money, career and life transitions.
Everleap Financial Planning · Newcastle, Washington
Didi Chen is a fee-only financial advisor at Everleap Financial Planning in Newcastle, Washington, who holds the CFP and CFA credentials. Didi charges a one-time planning fee and hourly fees (ongoing planning from $4,500 a year and one-time plans from $1,200) and focuses on tax planning, retirement planning and equity compensation.
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Specialties
Who they serve
- Newcomers (immigration)
- High earners
- Tech employees
- Mid-life transitions
About
Didi Chen, CFP, founded Everleap Financial Planning to help immigrants, Asian Americans and their families gain clarity about money as they plan ahead. Born and raised in China, she spent more than a decade in finance and tech, reaching titles and income she once could not imagine, while carrying pressures many immigrants know: visa uncertainty, the drive to prove herself and quiet burnout. After her daughter was born, she rethought what she wanted from life, left a high-paying tech career and returned to the financial industry with a new perspective.
Didi pairs technical skill with lived experience to guide clients through transitions in money, career and family. She starts by listening and learning a client's context without rushing, then makes room for open conversations about options and tradeoffs. Together they explore what enough really means and how to build a life that feels fulfilling, not only successful, with resources aligned to what matters most.
Facts
| Firm | Everleap Financial Planning |
|---|---|
| Based in | Newcastle, Washington |
| Fee model | One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $4,500 a year · One-time plans from $1,200 · $300 an hour |
| Fees (Advice-Only Network profile) | One-time plans from $3,600 · $300 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WA · CRD 6188753 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | everleapfp.com |
| Profile |
How Didi's firm compares
- Ongoing planning starts at $4,500 a year, in line with the Washington median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,200, below the Washington median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Washington median of $300 for fee-only firms that publish prices.
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Questions about Didi
Is Didi Chen a fee-only financial advisor?
Yes. Didi Chen is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Didi's firm.
How does Didi charge for financial advice?
Didi charges a one-time planning fee and hourly fees.
How much does Didi charge?
According to Everleap Financial Planning's website, checked October 28, 2026: ongoing planning from $4,500 a year; one-time plans from $1,200; $300 an hour.
Does Didi work with clients virtually?
Yes. Everleap Financial Planning says on its website that it works with clients remotely.
Where is Didi Chen based?
Didi Chen is based in Newcastle, Washington.
What does Didi specialize in?
Didi's specialties include tax planning, retirement planning, equity compensation, estate & legacy planning and flat-fee planning. Didi works with newcomers (immigration), high earners, tech employees and mid-life transitions.
What credentials does Didi Chen hold?
Didi Chen holds the CFP and CFA credentials.
Is Didi Chen registered with the SEC?
Yes. Didi Chen is registered as an investment adviser representative in WA (CRD 6188753), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Didi Chen?
Through Didi's website, everleapfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Advice-Only Network listing : advice-only practices, no product sales
- Everleap Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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