Start the Process The easiest way to start the planning process is to simply give us a call today at 423-328-1607 and schedule a complimentary consultation. A goal without a plan is simply a wish. That's why our interactive tool makes getting started easy. It's private, free and entirely secure. Here's how it works: you input basic information about yourself and your personal goals, such as retiring, saving for your child's wedding or taking a trip around the world. Then our planning toll creates a visual display showing you where you stand now in relation to your goal. By adjusting your inputs, you can see how small changes, such as saving a little more each month, can make a big impact. Gain valuable insight, all for free. Then when you are ready request a consultation.