Contact
Book a Free Consultation
Book a complimentary 15-minute strategy session straight from the calendar, or send a note first. Either way we speak in English or Mandarin.
Book straight into the calendar
A complimentary 15-minute strategy session, by video. Pick any open slot.
See available timesOr send a note first
There is no obligation and no sales pitch. If we are not the right fit, we will tell you and point you in a better direction.
Other ways to reach Grace
- Phone
- (949) 742-1604
- gracela989@gmail.com
- Hours
- Monday – Friday, 9am – 6pm Pacific. Evening and weekend calls available by appointment.
- Mailing address
- PO Box 60970, Irvine, CA 92602Mailing address only, not a walk-in office.
Virtual consultations available nationwide
Meetings take place by secure video call, with encrypted document sharing and e-signature. Clients in the Bay Area and Southern California may request an in-person meeting by appointment.
What happens next
- 01
We confirm your request within one business day and send a scheduling link.
- 02
Before the call, you may share a recent grant summary or pay stub so we can prepare (optional).
- 03
On the call we discuss your goals, your equity and your tax picture, and outline what we would do first.
- 04
You receive a short written summary. If it makes sense to work together, we explain the engagement and fees clearly.