Let’s have an honest
conversation!
Not a sales call. Not a rehearsed pitch. A real, unhurried conversation about your financial life, where you are, where you want to go, and whether SkyLantern Financial is the right partner to help you get there.
If it's a great fit, we'll walk you through exactly what working together looks like. If it isn't, we'll tell you that too, and point you in a better direction. That's just how we work.
WHAT TO EXPECT
Here's what happens when you book.
Before the call
You'll receive a short intake form to tell us a bit about your background, your current financial picture, your biggest questions, and what prompted you to reach out. This helps us use our time well and begin the conversation with context.
During the call — 45 minutes
Our first meeting is centered on you. We'll talk through your goals, your business, your concerns, and whatever feels most important right now. You'll leave with thoughtful guidance, honest answers, and a clearer sense of what comes next. No canned presentation and no pressure—just a meaningful conversation focused on clarity.
After the call
If it feels like the right fit, we'll schedule a follow-up meeting and prepare a one-page plan. For that review meeting, we ask that your partner or spouse attend so the conversation can support shared understanding and aligned decision-making.
IS THIS RIGHT FOR YOU?
This is a great first step if you are:
- A business owner or professional ready for your next stage of growth
- A high-net-worth individual or family looking for integrated, long-term financial planning
- A U.S.-based client with international ties, particularly U.S.–Taiwan cross-border financial complexity
- A client who values a trusted, long-term relationship over a transactional one
- Someone who wants to work with an advisor who is fluent in both English and Mandarin
CREDENTIALS
Qualified. Credentialed.
Thoughtfully aligned.
Our professional qualifications ensure you receive expert guidance backed by rigorous standards.
CFP®
CPA
California
Certified Public Accountant Certificate
Bilingual: English & Mandarin
Ready? Let’s Talk!
Book a free 45-minute consultation below. Choose a time that works for you, no special preparation needed, just come as you are.