Financial planning is simply designing a financial or wealth strategy to help you achieve your financial goals and dreams. We work closely with you to align those dreams with the financial resources you have today or will have in the future. We provide you with written suggestions to help you maximize your chances of success while utilizing cutting edge technology to make the process both interactive and fun.

Thereafter, we act as your personal CFO by handling your plan implementation to help you organize and optimize all areas of your financial life with ongoing support and accountability. We follow up with you regularly to review the financial plan and make changes as necessary to fit your ever-changing life.

​Our financial planning services are personalized to meet your complex needs. The starting point is a no-charge meeting to get acquainted and discuss your specific financial circumstances, goals & objectives and how InTrust Advisors can help you meet your financial planning goals.

Our Financial Planning Services Include:

• A series of meetings with our advisors to help you document the financial dream, pull back the curtain, review and adjust the plan and stay accountable.
• Exercises to help you discover your important financial planning goals and dreams.
• Help aligning those financial goals with those of a spouse or significant other, if applicable.
• Access to your own financial planning portal with a living balance sheet, document vault and much more.
• Cutting edge tools and help to reconcile your financial goals and dreams with your current and prospective financial resources. 
• Clear, actionable suggestions to enhance your ability to achieve your financial objectives.
• Ongoing help focused on keeping you on course towards your financial goals. 
• Coordinated planning with your tax advisor or estate attorney, when appropriate.

REQUEST MORE INFORMATION ON OUR FINANCIAL PLANNING SERVICES