No intake forms to fill out before you arrive. No software to install. The session is a conversation with a structure, and it ends with a single next step.
You send an inquiry
Send us a short note about what is happening, through the form on the contact page or by email. We reply within two business days with available times and which session fits.
A 20-minute orientation call
Before the paid session, a short free call to confirm the question, check that our service is the right fit, and answer your questions about how it works. No charge, no obligation.
The 60-minute session
At our Gangnam office, or by video call. We build the cash-flow map or risk inventory together, name the gaps, and write the one-page plan in plain language. You keep the plan.
The one-page plan
Delivered at the end of the session: a single page with the gap, the target, the next step, and the date you will take it. No spreadsheet, no app, no recurring dashboard.
A follow-up within 14 days
One message to check whether the first step happened, and what got in the way if it did not. After that, you come back when something changes — on your terms.
What we need from you. For the budget review, the last three months of bank and card statements — you can share them on screen during the video session, or bring printed copies to the office. For emergency-fund planning, a list of your household's fixed monthly obligations and your contract type. Nothing is stored after the session.