Book a time

Schedule a free consultation

Pick a time that works for you. Ron offers free, no-obligation consultations for tax planning, financial guidance, and speaking inquiries.

What to expect

Choose the right meeting

Review your tax situation, ask filing questions, or start a year-round tax strategy.

30 min

Talk through retirement, insurance, estate planning, or your overall financial picture.

45 min

Tell us about your event, audience, and date so we can explore having Ron speak.

20 min

Prefer to reach out first?

Not ready to book? Call, email, or send a message. We'll get back to you quickly and find a time that fits your schedule.

Click the Book on Google Calendar button.
Choose the meeting type and pick an available time slot.
Enter your name, email, and a brief note about what you'd like to discuss.
You'll receive a calendar invite at the email you provide. If you need to reschedule, use the link in that invite.

For speaking or recruitment inquiries, you can also use the Speaking or Join Us pages.

Ready to talk?

Free, no-obligation appointments are available for tax planning, financial reviews, and speaking inquiries.