We used Lei for retirement planning for my parents and she was fantastic. She was very thoughtful in her work, taking a person-centered approach that made sure my parents goals and values were reflected in our plan. Additionally, she was very flexible in getting this work done virtually with everyone located in different states!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Kimi is the daughter of my clients and have participated in all of my meetings with her parents.