This survey provides a snapshot of your financial position. From there, we can meet and provide you with a strategy for achieving your goals.
Financial Planning Questionnaire
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:
- Complete the Financial Planning questionnaire.
- 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 provide you the report that TRUST generates as a result.
Enjoy the TRUST experience!