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Client Services Hub (alternate)

In an effort to streamline our access to clients, we have launched this Online Client Service Hub.

Clients can use this page to schedule meetings with Jason right on our website.

Additionally, we ask that you use our Planning Update Wizard or form to prepare for the meeting.

These tools are not meant to replace our regular client service process.  Please feel encouraged to call the office directly should you prefer. 

Appointment Request

Our usual process has your next review automatically scheduled at an 8 month interval. Should you need to bring your next meeting forward or have an interim planning need, feel free to use the self-scheduler below.

Alternatively, you can call or email the office:

(925) 330-2924 ext.0 

To Begin Scheduling Online, Please Choose the Meeting Type Below:

Preparing for Your Next Meeting

We typically ask clients to prepare with a review of their own cash-flow & good idea of their cash savings and any non-managed investment accounts. Feel free to print & complete the link to the PDF below if that is easier.

Alternatively, we encourage you to use the online update form below within 2 weeks of your appointment.

Either option is meant to be a brief exercise for clients, taking no more than 10-15 minutes.

Please use the button below if you prefer to print a worksheet