Wealth planning is simply designing a financial strategy or plan to help you achieve your 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 and 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 plan and make changes as necessary to fit your ever-changing life.

​Our wealth 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 those goals.

Our Wealth Planning Services Include:

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

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