Our firm IS very different and we’d love you to experience what we do and how we do it.
We’re different for a number of reasons—not the least of them is that we use
well-defined processes; processes that our clients enjoy using.
We call one of those processes TRUST. We use TRUST with all our clients to
really make sure we’re serving them well. And it’s a process you can use right
now to experience our firm for free.
The process is very simple:
- Choose from one of four available TRUST templates:
If you are a business owner, select our Business template; this template
focuses on general business issues. Choose Financial Planning if you’re
interested in investments, wealth protection, retirement planning and
estate planning. Or choose if you’re interested in Succession Planning or
Virtual Management Accounting.
- You’ll be taken to a login page, where you’ll be asked to submit some details
and create a user name and password for yourself. Your user name can be anything
you choose; your password needs to be 6-10 alphanumeric characters.
- As long as your user name is unique across all TRUST users, you’ll be taken straight
to the TRUST assessment of your choice.
- Once you’ve finished working through the assessment, click on Logout. We will
then send you the report that TRUST generates as a result.
Enjoy the TRUST experience!