Trust
TRUST™ is a unique and easy-to-use program that allows clients to clarify their personal positions so we can serve them better. TRUST™ helps us to understand our clients and deliver the services they need to get to where they want to be.
The process is very simple:
- Choose the TRUST™ accounts that applies to your situation. If you’re a business owner, select Business Operations and Management or Business Strategic Issues. These templates focus on general business issues. If you’re a business owner who is interested in investments, wealth protection, retirement planning, succession planning, estate planning or taxation planning, choose Wealth Management.
- If you’re not a business owner, choose Financial Planning for a health check of your current financial situation.
- You will then be taken to a login page, where you’ll need to submit some details and create a username and password.
- Once your username is unique across all TRUST™ users, you’ll be taken straight to the TRUST™ assessment of your choice.
- When you’ve finished working through the assessment, click on Logout. We will then send you the report that TRUST™ generates as a result.
