Appointments

Schedule meetings and review past sessions with your team.

MAR
12
Video

Quarterly strategy review

with Elena Park, CPA
10:00 AM – 10:45 AM
MAR
21
Office

Tax return walkthrough

with Daniel Cho
2:30 PM – 3:30 PM
APR
2
Video

Year-end planning kickoff

with Strategy Team
11:00 AM – 12:00 PM

Meeting history

  • Onboarding intake
    Feb 14, 2026 · with Maya Lin
    Notes shared
  • Mid-year review
    Aug 22, 2025 · with Elena Park, CPA
    Recording available