It All Starts With One Conversation

Welcome to your private scheduling space.
Here, you can book a one-to-one Wish Planning Session with our Managing Director — a personalized conversation designed to understand your financial goals, investment comfort, and preferred approach before activating your dashboard.

Once you book your slot, you’ll receive an instant email confirmation with your Meeting link and calendar invite. You’ll also get reminder emails automatically before the session.

If you ever need to reschedule or cancel, simply use the links provided in your confirmation email — your calendar will update instantly. There’s no need to contact us separately.

Each session is confidential and focused solely on creating a plan that reflects you — your time, your goals, your pace.

We look forward to connecting with you soon.