Chia-Li Chien, Ph.D., CFP®, PMP®, is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University and a Succession Program Director at the Value Growth Institute. She frequently speaks at local and national conferences. She hosts a succession blog at valuegrowthinstitute.com, leads pro bono projects, and serves on the boards of various national financial service associations. Dr. Chien can be reached at jolly@valuegrowthinstitute.com. Chia-Li Chien is pronounced Jolly Jan.