As founder of Entrust Financial, LLC, it is my great pleasure and strong commitment to assist our clients and contribute to our greater community. Our mission is guided by my vision of professional competence and ethics, the financial fundamentals of investing for the long-term, and excellent client service. A pattern emerged about a decade ago. It became clear that responding to or preparing for life's transitions often prompted individuals' interest in getting control of, or re-directing, family finances. Our firm tracking suggested that many new Entrust client relationships resulted from the need to discover answers, from the need to experience the security of expert guidance about money. When my husband died in 2008, I was reminded — up close and personal — of the emotions that surface when a challenging life transition presents itself. Worry about money filtered through, despite my training. Reflection revealed that while Don's death was the most difficult challenge I had ever faced, past life-cycle transitions had provided some of the tools needed to meet the challenge. You or someone you love may be facing a life transition and considering with whom to partner for a trusting professional relationship. Assistance with investment and related financial planning strategies may be needed. You are the reason Entrust was established.
Professional Service and Community Outreach I serve as Treasurer for The Print Center, President of The Valley Forge Towers Community Association, and Second Vice President for the Women's Resource Center Board of Directors. I am an active member of: National Association of Women Business Owners (NAWBO), Philadelphia Tri-State Chapter of the Financial Planning Association (former Vice President for Public Relations), The Board of Visitors for the Boyer College of Music and Dance (Temple University), Collaborative Family Law Affiliates (former Executive Director), Financial Services Institute, Institute for Divorce Financial Analysts, Philadelphia Estate Planning Council, and Investment Management Consultants Association. |
Joslyn's bi-weekly column, CONVERSATIONS, explores a variety of issues which drive our financial choices.
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