01 / FIND A TIME TO TALK
Book directly with Cole
Choose an available review time on our connected appointment calendar.
Open the calendar ↗START A CONVERSATION
A thoughtful conversation.
A clearer next step.
You do not need every answer before we meet. Start with what is on your mind, and choose the next step that feels right for you.
Book a time with Cole ↗ Email a question →
01 / WAYS TO BEGIN
Three ways to begin.
One personal conversation.
Choose the route that suits you today. Each leads to the same place: a personal conversation about your priorities.
Prefer to write it down? Send a message with the secure form.
MEET IN THE WAY THAT WORKS FOR YOU
Meet in the way that works for you.
Phone and video appointments make it easy to connect from wherever you are. In-person visits can be arranged on request. We will confirm the details when we schedule.
There is no charge for the initial review, and nothing needs to be prepared before we talk.
BEFORE WE BEGIN
A few useful answers.
What happens in the first conversation?
We discuss your goals, the arrangements you already have and the questions you want to explore. The starting point is understanding your situation, not presenting a product. You decide what to share and when to take a next step.
Do I need to prepare documents?
No. Broad estimates are enough for a useful beginning. If you would like to bring something, a general sense of your goals, your existing coverage and the people you want to provide for is plenty.
Can we meet by phone or video?
Yes. Most conversations take place by phone or video, and in-person visits can be arranged on request. Choose the option that suits you when you book, and we will confirm the details.
THE LEGACY PLANNING BLUEPRINT
Let’s start with what matters to you.
Bring your priorities together in a complimentary, guided experience, then choose a time to review it with Cole.
Complimentary initial review · Phone, video, or online · In-person visits by arrangement