INITIAL CONSULTATION
Find Out Where You Actually Stand.
Start with the tax question on your mind. Paul’s guided video consultation helps you put the facts in order, one question at a time. It is free, and you can begin before buying the Guide. Already a reader? Use the same email so your next step stays connected.
Start with Two Things.
- Tell us your name and email below.
- Open your consultation link — answer a few questions on video with Paul, one at a time.
Check Your Email.
We sent a verification link to . Clicking it from your inbox verifies your address and opens your consultation — that click is the gate.
Nothing arrived? Check spam. Still nothing? Submit again — no charge, no duplicate.
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How Do I Start the Consultation?
Give your name and email. Verify the link. Paul asks on video, one question at a time.
What Happens After the Videos?
Your free tax consultation is the starting point, not a live appointment. Verified Guide ownership is required for tax advisory conversations and written answers. When you are ready to book, review the available date, appointment price, and terms before confirming. Financial coaching begins with its own coaching interview; the Guide is highly recommended but optional for coaching. Research and written deliverables are scoped and priced separately.
Explore Tax Advisory or start the Financial Coaching Interview.