Contact Jason

Start with the situation you are facing.

You do not need a perfect plan before reaching out. Share what you are considering and Jason can help identify a useful next step.

Choose the easiest way to reach Jason.

Call or email directly. Do not include Social Security numbers, bank information, account passwords, or other sensitive information in an initial message.

Private request

Tell Jason what you are working through.

Share only the basics. Jason will review the request personally and help identify a useful next step.

Do not include Social Security numbers, bank information, passwords, or other sensitive financial information.