STEP 1: 30-Minute Introductory Session

Written By shuo li

Let’s get to know each other!

This casual conversation helps us both see if we’re a good fit. You can ask us anything, and we’ll learn about your financial situation, goals, and aspirations. It's all about understanding each other before moving forward.

No pressure, just a conversation:

  • Discuss your immediate needs

  • Learn about our process and approach

Bonus: Even if we don’t end up working together, we’ll show you 1 or 2 ideas that could potentially improve your situation. We want to make sure you walk away with something valuable!

shuo li
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STEP 2: Discovery Meeting