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Schedule a visit
A relaxed, no-pressure conversation about your goals
Pick a time that suits you. It is complimentary, it takes about 30 minutes, and there is nothing to prepare.
Book online
Choose the conversation that suits you
Pick a meeting, then choose a time on Jason’s live calendar. Every meeting is free, educational, and comes with no obligation.
You will receive a confirmation email with the details as soon as your time is booked.
- Free, no obligationThe first conversation costs nothing and commits you to nothing.
- You do most of the talkingWe ask questions and listen. No products, no paperwork.
- An independent fiduciaryA veteran-owned firm with a legal duty to act in your best interest.
Helpful, not required
Bring these if you have them
- Recent account statements
- Your latest tax return
- A Social Security estimate
- Employer benefit summaries
Have none of it? Come anyway — we can start from a conversation.
Prefer to talk first?
Call Jason directly
Questions before you book? Pick up the phone — you will speak with Jason, not a call centre.
Call the office(904) 456-0241Monday – Friday, 9:00 a.m. – 5:00 p.m. ET (evenings and weekends by appointment)
None of these times work? Tell us when you are free and we will confirm a time by email or text.
What to expect when you schedule a visit
When you schedule a visit, you choose the format that suits you: a 15-minute phone call, or a 30- or 60-minute video meeting. The first visit is complimentary, and nothing is sold in it. It is a conversation about what matters to you and whether we are a good fit.
Before you schedule a visit
You do not need to prepare anything. If you would like to make the most of the time, gather what you have handy: recent statements, your latest tax return, your Social Security estimate, and any benefit or estate documents. You can send documents safely through our secure document upload, and our Fact & Feeling Finder helps you organize the rest.
During your visit
We listen first. Expect questions about your goals, your family, and what you want the next twenty years to look like. You will leave with something useful, whether that is an answer, a list of next steps, or a clear sense that we are not the right fit.
After your visit
If we both want to continue, we explain the next steps and the exact fee before anything is signed. If you are still deciding, there is no follow-up pressure. Your Social Security estimate is available anytime in your my Social Security account, and it is one of the most useful things to have for a second meeting.
Scheduling questions
Can I reschedule or cancel?
Yes. Use the link in your confirmation, or call us at the number on this page and we will find another time.
Can my spouse or partner join?
Please do. Planning decisions usually involve both of you, and it helps to hear the same conversation together.
Before you book
Common questions
Is the first visit really free?
Yes. There is no charge and no obligation. If we go on to work together, the advisory fee is explained in full and in writing before anything is signed.
Will I be sold something?
No. Nothing is sold in a first meeting. The purpose is to understand your situation and to see whether we are a good fit for each other — which sometimes we are not, and we will say so.
Do I need a certain amount of money to meet with you?
Come and have the conversation. If your situation is better served elsewhere, we would rather tell you that face to face than turn you away at the door.
Can we meet by video instead?
Absolutely. Choose “video call” above and we will send a link. We work with clients across Florida and beyond, subject to state registration requirements.
What if I already have an advisor?
A second opinion is a reasonable thing to want. We are comfortable telling you that your existing plan looks sound — that happens, and it is a good outcome.