Welcome to the scheduling page for Jeffrey Jacobson.
Please select which type of Event you want to schedule.
15 minute intro call
This is a 15 minute call to learn about your situation, answer any routine questions or see if there is a basis for doing business together.
Initial Consultation
We look forward to helping you meet your financial goals!
Plan Presentation
Let's look at your current financial standing more in depth.
Annual Review Meeting
Schedule time to discuss your yearly financial annual review