top of page

Let’s Get Started

Ready to start your financial wellness journey? Book your session below!

Step 1 : Pick a Time That Works for You

Pick a time that works best for you using the calendar below. 

Step 2 : Get Ready 

Before our chat, download and fill out these simple worksheets to help us hit the ground running!

PS: Don’t forget to save my number before the call!

Net Worth Worksheet

Cash Flow Worksheet

These information is crucial for us both to assess your financial needs.

Step 3 : What Happens Next?

Find a private, comfortable place with good connection for our call, and let's chat further. 

Need help or have a question before then?

Drop me an email at rachelliew.me@gmail.com — happy to help anytime!

bottom of page