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*The first step to working with Lily and her team is to complete the client intake form. Please follow the steps below: 

Step 1: Read our FAQ page to determine if we are a good fit. 

Step 2: View our Services page.

Step 3: Sign up for a portal to access the client intake form. After we review your intake form, you will receive an email with a code to redeem for a complimentary phone consultation. *If you decide to pay for the initial phone consultation and we agree to work together, the $50 will be applied to your next invoice within 10 days. 

If you were referred to us and received a code, please book your appointment online here. 


Coaching & Advisory - CFOTax Planning - Tax PreparationRepresentation 

Add-On Services - Membership

Sign up for a portal to access the client intake form here. 

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