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Meeting Options to Fit Your Lifestyle

Everything we do is rooted in our commitment to providing an inviting and comfortable meeting environment for you and your loved ones.

We understand the busy professional's schedule is rarely wide open with availability and seek to maximize the time you are able to dedicate to discussing your financial portfolio. In an ongoing effort to accommodate you, please see our menu of scheduling options below:

In-Person

We will work with your schedule to meet and discuss your financial situation face-to-face. Locations may vary.

Telephone Call

Reside outside of Georgia or simply don't have time to meet in person? We will build an ongoing rapport with each other and utilize technological tools to securely share data.

Video Conference

This is a great hybrid option, where you can attend meetings from the comfort of your home while still getting that face-to-fact interaction.

It is important to us that you know we strive to be as accessible as possible in between meetings to answer questions or provide client support.

Schedule Your Confidential Consultation

Book with Jaylon Ellison, CFP^®

Click on Jaylon's calendar, choose an available date and time, then enter in some basic contact details.

IMPORTANT NOTICE: All meetings automatically default to a phone call structure. To request an in-person or video meeting, please do when prompted to add any additional meeting notes into your submission.

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