Entrust Holistic Consultative Process

Discovery Meeting: Learn about you

  • Vision & goals
  • Family & relationships
  • Career & interests
  • Current financial situation
  • Current professional relationships

Investment Plan Meeting: How we can add value

  • Present Customized Investment Plan
  • Present Investment Policy Statement
  • Follow-up questions

Mutual Commitment Meeting

  • Begin portfolio implementation
  • Begin tax planning regarding portfolio repositioning
  • Create client portal and confirm electronic document delivery

45-day meeting

  • Review strategic direction and implementation tasks to date
  • Confirm next steps
  • Document organization as needed

Regular Progress Meeting

  • Quarterly portfolio results review
  • Advanced Plan presentation
  • Determination of timelines for completing Advanced planning tasks
  • Confirm Advanced Plan next steps