Broker Check

Client Services Hub

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, there is a link to a worksheet to use for preparation for a planning review 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) 370-3750 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. Please use the link below to access a Planning Update Worksheet.

The fillable PDF can be used for reference during our review or emailed back to us prior to the meeting. This is meant to be a brief exercise for clients, taking no more than 10-15 minutes.


Re-Visit Your Risk Tolerance

Your tolerance for the volatility of your investment portfolio is an important part of any goals-based financial plan. If you are uncomfortable with the ups and downs of the value of your investments, you are less likely to meet your long-term goals.

Please feel encouraged to use the risk tolerance assessment to re-visit your "risk number."  We will review the results with you at our next review.