What to Bring to Your Immigration Strategy Session

A strategy session works best when it’s specific. The more concrete the picture you bring, the more concrete the guidance you leave with. You don’t need to have everything organized — but a few things make the hour far more useful.

Bring the basics of your situation

• Your immigration history — current status, prior visas, any past applications, denials, or overstays. Be candid so we can advise you appropriately.
• Your goal and timeline — what you’re trying to achieve, and any deadlines (a job start date, a program, a family event).
• Key dates — entries and exits, status expirations, anything time-sensitive.

If you’re exploring a work-based path (O-1, EB-1A)

Come with a rough sense of your record: awards, publications, press, leadership roles, salary relative to your field. You don’t need to prove anything yet — we’re assessing whether the evidence is there to build on. (For what that evidence looks like, see our overview of O-1 visas and employment-based options.)

If it’s family-based

Bring the relationship details: who is petitioning for whom, citizenship or residency status of the petitioner, marriage or birth dates, and where each person currently lives. (Our family petitions page covers which relationships qualify.)

What you’ll leave with

A strategy session isn’t a sales pitch. By the end you should have:

• An honest assessment of which path fits — and which don’t.
• The strongest legal arguments available in your case, and the weak points.
• A clear picture of the process, timeline, and flat fee — before you commit to anything.
• An individualized action plan so you can start preparing the materials you need for the application, if you decide to move forward.

The goal of the first meeting is clarity. You should walk out knowing your real options, even if the answer is “wait” or “not yet.”

When you’re ready, schedule a consultation and we’ll take it from there.