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Book your free 15-minute call.

Pick a time that works for you and get a confirmation right away. No cost, no obligation.

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Pick a time that works for you.

Choose any open slot for a free 15-minute phone call. You'll get a confirmation email right away, and Jon will call you at the number you provide.

  • Step 1Pick a time below
  • Step 2Get a confirmation email
  • Step 3Jon calls you at your time

Scheduling is handled by Microsoft Bookings. Trouble seeing the calendar? Open the booking page in a new tab. Please don't enter Social Security numbers, account numbers, or other sensitive details when booking.

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Not ready to book, or can't find a time that works? Send a note and Jon will reply by email.

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Only name, email, and service are required.

Please don't include Social Security numbers, account numbers, or other sensitive financial details here. If we work together, we'll arrange a secure way to exchange documents. Sending this form doesn't make you a client — that begins only once an engagement letter is signed. See our privacy policy.