Financial planning
Retirement, investments, education, estate goals, risk management, cash flow, or a decision that crosses several of them.
Request a planning consultationScheduling
Put a time on the calendar.
Putting time on the calendar starts a conversation; it does not invent an engagement. Bring the question or decision. We can define the work from there.
Consultations
One permanent scheduling address.
RandallStone.com/schedule/ is the permanent public scheduling hub. Use it from the website, social profiles, email signatures, printed material and QR codes so the public address remains stable even when the underlying calendar workflow changes.
Do not email confidential records. Use the first contact only to describe the issue and timing. Secure document routing is provided separately once the engagement is identified.
Existing meeting already arranged? Join Randall’s Zoom room. Need another route? Contact the practice.
Meeting and communication boundary. Scheduling or attending a meeting does not by itself create an advisory, tax-preparation or representation relationship. Do not place Social Security numbers, account numbers, confidential documents, trade instructions or deadline-dependent requests in calendar invitations, Zoom chat, email, text or voicemail. Meetings are not recorded, transcribed or automatically summarized unless that is announced and all participants consent.
Meeting locations
Remote by default; in person by appointment.
Remote meetings are routine. In-person client meetings are available by appointment at 383 Connors Court, Suite D, Chico, California. Tax meetings are also available by appointment at 409 Pacific Avenue, Suite 206, Bremerton, Washington. Both are meeting locations; business books and records remain in Chico.