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Schedule an Initial Meeting with Jim

Welcome to our online scheduling page where you can arrange an initial appointment with us to see if our tax-focused retirement planning service matches your needs and expectations. Before we begin, help us to get to know you and what it is you hope we can help you with, by answering a few simple questions. There are not many, and none require you to disclose personal financial information. They just help us understand who you are and what it is you want to talk to us about.

Please understand, you must answer all the questions before our online scheduling calendar appears, so please take the time to complete all the boxes. Thank you and we look forward to talking with you soon! Please Note: All Initial Meetings will be held over the phone due to Covid-19 until further notice.

Thank you for providing your information. Please click the next button schedule your meeting. You will leave this page and be taken to our calendar.
Once completed, you will receive email confirmations from our calendar as well as our administration staff. We look forward to talking with you soon!