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.
A smaller first step
You do not need a finished plan to schedule a useful conversation.
Bring the decision, the deadline and what you already know. If a checklist or calculator is the better first move, use it before putting time on the calendar.
Meeting locations
Meet by appointment—in person, by secure video, or by telephone.
Meetings are available by appointment—in person, by secure video, or by telephone. Financial-planning availability follows state-registration requirements; federal Enrolled Agent services are available nationwide.