“A goal without a plan is just a wish.” ― Antoine de Saint-Exupéry
At InTrust Advisors, we believe financial planning should be simple, personal, and powerful. Whether you're just starting to think about retirement or you're ready to take your planning to the next level, we offer services designed to meet you where you are—and grow with you.
Our approach is built around clarity, confidence, and connection. We start with a quick check-in, move into strategy, and offer ongoing partnership for those who want deeper support. It’s not just about numbers—it’s about aligning your financial life with your values and goals.
Let’s walk through how we do that, step by step.
Our approach is built around clarity, confidence, and connection. We start with a quick check-in, move into strategy, and offer ongoing partnership for those who want deeper support. It’s not just about numbers—it’s about aligning your financial life with your values and goals.
Let’s walk through how we do that, step by step.
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STEP ONE - The Wake-Up Call — Start with a 15-Minute Retirement Check-In
You’re busy. Life is full. But something’s tugging at you—questions about retirement, taxes, legacy, or just whether you’re on track. You don’t need a lecture. You need clarity. That’s where our 15-Minute Retirement Check-In comes in. This free, no-pressure conversation uses the RISE Score to quickly assess your retirement readiness. It’s fast, insightful, and a great way to get started. |
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STEP TWO - The Strategy Session — Dive Deeper
You’ve taken the first step. Now you want to go deeper. You’re ready to explore your goals, your financial landscape, and the opportunities ahead. Our Strategy Session is your next move. In just 45 minutes, we’ll help you organize your financial life, uncover planning gaps, and identify actionable strategies. It’s a low-cost, high-impact way to get personalized advice—with a money-back guarantee if you’re not satisfied. |
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STEP THREE - Partnered Planning — Your Ongoing Story
You’re not looking for a one-time fix. You want a partner. Someone who helps you build, grow, and protect wealth with ongoing support and accountability. Partnered Planning is our flagship service for affluent and high net worth families We help you with comprehensive financial planning services that act as your roadmap, providing you with the direction and support you need to navigate your financial journey with confidence. We work closely with you to: |
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✔️Define Your Vision: We start by understanding your unique goals, dreams, and values for retirement and beyond.
✔️Analyze Your Current Situation: We provide a clear and comprehensive overview of your current financial landscape.
✔️Develop a Personalized Plan: We create a tailored financial plan that addresses your specific needs and objectives, including investment strategies, retirement projections, tax planning, estate considerations, and risk management.
✔️Implement Your Plan: We guide you through the financial planning implementation process, ensuring you understand each step and feel confident in the actions being taken.
✔️Monitor and Adjust: Your financial life evolves, and so should your plan. We provide ongoing monitoring and make necessary adjustments to keep you on track to achieve your goals.
Our Partnered Planning Services are typically priced on a negotiated, flat fee or hourly basis depending on planning complexity and/or other services, such as Wealth Management, that we may be providing you. See our Form ADV Part II A&B in the page footer for more information.
✔️Analyze Your Current Situation: We provide a clear and comprehensive overview of your current financial landscape.
✔️Develop a Personalized Plan: We create a tailored financial plan that addresses your specific needs and objectives, including investment strategies, retirement projections, tax planning, estate considerations, and risk management.
✔️Implement Your Plan: We guide you through the financial planning implementation process, ensuring you understand each step and feel confident in the actions being taken.
✔️Monitor and Adjust: Your financial life evolves, and so should your plan. We provide ongoing monitoring and make necessary adjustments to keep you on track to achieve your goals.
Our Partnered Planning Services are typically priced on a negotiated, flat fee or hourly basis depending on planning complexity and/or other services, such as Wealth Management, that we may be providing you. See our Form ADV Part II A&B in the page footer for more information.
This process is both informative and fun using our financial planning tools. Click on the video below to learn more about one such tool.
Get started today organizing your financial life, click the button below to get started with this free tool. It is free to get started!
Please note that you are clicking a link to RightCapital, a financial planning software. This link will allow you to enter information about your financial situation, goals, income and more. This free version has limited functionality but will provide a basic snapshot of your financial situation and probability of success in Retirement as outlined in our 1/1/25 Blog Post entitled Start the New Year with a Plan. Please request a Free Consultation (below) to discuss a more in-depth financial plan using our Partnered Planning Process.
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STEP FOUR - The Supporting Cast — Our Broader Services
Our financial planning services are built on the Eight Pillars of Service, which include:
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