This online appointment scheduling service can be used for either a free initial call or a regular paid appointment. Use the option that best suits your situation.
The short call has no prior document review, no specific expectations, no fee and no obligation. The extended call is intended to accomplish some specified work usually under a "flat fee agreement".
Please see the Services page for other details on the two options. If you are uncertain and we have not had any prior communication then it probably makes sense to schedule a free short consultation first and then plan a second longer call if more work is required.
Click here to schedule a free short consultation (allow 15 minutes) with no document review and no written follow-up report.
Click here to schedule a flat fee consultation (allow 45 minutes) with the option to send documents for discussion via secure portal and a written follow-up report.
I look forward to speaking with you and I appreciate your effort to use this automatic scheduling system.
If, for any reason, you have trouble with this appointment scheduling system please let me know by sending an email message to firstname.lastname@example.org or leave a message at (800) 609-0683.
Otherwise, I will confirm our telephone appointment as soon as I receive your request.
Opinions expressed are the solely those of the author and do not represent the position of any other person, company or entity mentioned in the article. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. Tony Novak operates as an independent adviser under the trademarks "Freedom Benefits", "OnlineAdviser" and "OnlineNavigator" but is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier. He has no financial position in any stocks mentioned. Novak does work as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to other companies including the companies listed in the articles on this web site.