About Intentional Wealth Planning

Intentional Wealth Planning is based near Nashville, Tennessee, and serves individuals and families locally and across the country. We believe financial planning should feel personal, clear, and connected to the life you actually want to live. Too often, people spend years building wealth without ever stepping back to ask how all the pieces fit together or whether their financial decisions are truly supporting what matters most to them. That’s why every relationship starts with your vision first. Before talking about investments, taxes, or retirement, we want to understand your goals, your priorities, and what you want life to look like in the years ahead.

What many clients appreciate most about working with Intentional Wealth Planning is the sense of coordination and simplicity we bring to the process. Financial life can become complicated over time, especially when multiple advisors, accounts, strategies, and decisions are all moving in different directions. Our role is to help bring those conversations together under one roof. Whether it involves investment management, tax planning, estate planning, retirement income, or workplace retirement accounts, we work to ensure every part of your strategy is aligned and working toward the same purpose.

The heart behind the firm comes from personal experience. Doug Vowels witnessed firsthand how a lack of planning and unnecessary taxes created lasting challenges for his own family. That experience shaped the philosophy behind Intentional Wealth Planning and the belief that people deserve more than generic advice or disconnected recommendations. We believe your investments should support a much bigger picture. As Doug often says, “your investment management is only as good as your integrated financial plan is.” That mindset continues to guide the way we approach planning today through a process that connects investments, taxes, estate planning, and long-term decision-making into one intentional strategy.

At the end of the day, our goal is to help people feel more confident and more organized about their financial future. We value relationships, honest conversations, and clear guidance that helps remove unnecessary confusion. Financial planning is not a one-time event to us. It’s an ongoing relationship that adapts as life changes and priorities evolve. We believe small, intentional decisions made consistently over time can create meaningful long-term impact, both financially and personally.