STEP 2: Discovery Meeting

Written By shuo li

Diving deep into your financial world.
In this meeting, we’ll take a closer look at your finances and get organized for the next steps. Here, we’ll:

  • Analyze your current portfolio

  • Review your tax returns and overall tax strategy

  • Assess assets, liabilities, and cash flow

  • Begin setting short-term and long-term goals

We’ll gather all the data we need to create a financial plan that works for you.

shuo li
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STEP 3: Implementation Meeting
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STEP 1: 30-Minute Introductory Session