Getting Started

We would love to meet you, learn about your family and your needs, and discuss how we can help you accomplish your goals. To get started, here's what to do.

Schedule a Free Consultation

Call our office at (615) 301-1733 to schedule your personal consultation. We even have evening or weekend appointments available to make planning as convenient as possible. Our consultations are free, and you are under no obligation to work with us. At our meeting we will discuss your needs and begin to design a plan that will fully protect your family.

What to Do Prior to Our Meeting

We will send you a worksheet designed to collect the information that we need in order to have a productive consultation. The process works best if you are able to return the worksheet prior to our meeting. If you have previous estate planning documents (will, trust, powers of attorney, etc.) please bring those as well.

If We Decide to Work Together

We will work with you do design a plan that meets your goas and fully protects the things you love, and then meet in a few weeks to sign your documents. We always strive to ensure that each client fully understands their plan, and, because we don't charge by the hour, encourage our clients to ask any questions that they have along the way without fear of getting an extra bill.

Once we have finished your plan, we don't see that as the end. Rather, we hope that you consider us a trusted advisor as your life and family grows and changes.