Tell me where you’d like to start
Say who the planning is for and what prompted it. I read every note myself and reply within two business days.

Phone(864) 555-0147
HoursMon–Thu 9:00 a.m.–4:30 p.m.
Fri by appointment
Before we meet
What helps at a first meeting
None of this is required for a first call.
- 01
Papers that name people
An old will, deeds, and retirement or insurance letters that list a beneficiary.
- 02
A list of what there is
Accounts, property and debts on one page, even if it’s rough.
- 03
A page of questions
Written down. They are the real agenda, and they tend to slip away once we sit down.