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Client Appointment Scheduler

If you are a new or existing client, please feel free to use this link to view Jason's availability and easily schedule an in-person meeting, phone conversation, or virtual meeting.

  • If you are not yet a client, then please schedule the 60-minute INITIAL MEETING conversation. 
  • If you are scheduling a REVIEW MEETING, please select the 60-minute review meeting category (your meeting may not take a full 60 minutes).
  • For FINANCIAL PLAN PRESENTATIONS please select the 90-minute financial plan conversation.
  • For GENERAL QUESTIONS/CONVERSATIONS please select the quick 30-minute conversation.

If you are a business partner, please contact the office at 614.452.8185 to schedule your appointment.