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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.

Please don’t send confidential details, such as account numbers, medical information or a Social Security number, through this form.

The Reedy River falling over rock ledges under a blue sky beside brick buildings at Falls Park
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.

  1. 01

    Papers that name people

    An old will, deeds, and retirement or insurance letters that list a beneficiary.

  2. 02

    A list of what there is

    Accounts, property and debts on one page, even if it’s rough.

  3. 03

    A page of questions

    Written down. They are the real agenda, and they tend to slip away once we sit down.