The 20-Minute Consultation
Every plan begins with a conversation.
Twenty minutes. No pressure, no obligation — just a chance to see if we're the right architect for the retirement you've earned.
What to Expect
A conversation, not a pitch.
20 Minutes
A focused call — long enough to understand each other, short enough to respect your day.
We Listen First
Tell us where you are, what you've built, and what you want retirement to look like.
Clear Next Step
If we're a fit, we outline what comes next. If we're not, we'll point you in a better direction.
Our process is designed for households with $500K+ in investable assets. If that's not where you are yet, we're happy to point you toward resources that can help.
Schedule Online
Pick a time that works.
Choose a slot below and we'll send a calendar invite with everything you need. Calls are held by phone or video — your preference.
Direct Contact
Or reach us directly.
Prefer to call or write first? We respond to every inquiry within one business day.
Email
info@jpaubry.comOffice
121 S Orange Ave, Suite 1500
Orlando, FL 32801By appointment
Still deciding?
See how we build retirements worthy of the work.