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Creating Your Ideal Future

Through a Purposeful Financial Plan


This Is Your Invitation

to Seek Out More for Your Life


You’re not just looking for a good return on your investment portfolio. You want to be able to do what you want, when you want and with whom you want. We’re here to support you in living out your dreams by doing everything we can to simplify your finances.

We believe in taking on the role of coordinator for your entire financial picture and everything that surrounds it. By collaborating with your team of professionals or recruiting additional resources for you, we do the heavy lifting—so you can focus on embracing your life.


A Process to Help You Uncover Your Life's Possibilities

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During our initial meeting, we’ll get acquainted. You’ll share with us your main needs, concerns, aspirations and transitions to plan for, and we’ll share more about our approach and process. This is an opportunity for both of us to decide if we’re a good fit to start a partnership.

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Where are you starting from? What’s your “Point A”? We’ll get to know more about your current situation as well as your perspective, your priorities—and what brings you joy. We’ll also collect your basic financial information and begin our analysis.

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Together we’ll define where you hope to be, your “Point B.” What goals do you have for your life? Do you hope to move to a new place? Transfer wealth to your kids? Retire in the next few years? We’ll help you prioritize your goals and establish what kind of spending fuel you need for your ideal life.

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At this stage, we’ll share with you a draft of our recommendations covering all aspects of your financial life. We’ll explain how we came to these options, talk through different scenarios, and make any adjustments to your plan.

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We’ll present your finalized plan and discuss your options for implementation. You’ll be prepared with steps to take on your end, and we’ll take care of the rest—building your investment portfolio and coordinating with your CPA, estate attorney and other professionals.


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Ongoing Benefits of Working with TrustCore


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Proactive Planning

– a trusted thinking partner (pros & cons of each option; how it affects other goals).

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Monitoring

– rest easier knowing someone is “minding the store."


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Team Approach

– we happily quarterback and assist with any needed communication with other professionals (e.g. CPA or estate attorney).

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Client Tools & Resources

– access to best-in-class client portal and technology.

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Simplify Complexity / Translate Jargon

– the only bad question is the one that isn’t asked.


Learn More

You Always Have the Opportunity

to Re-Focus Your Direction


Where Do You Want to Go?


Many people aren’t tapping into their money’s potential to pursue their dreams. Whatever life chapter you’re in, we’ll look for areas of opportunity to maximize your wealth. You’ll be prepared with a map to take you from your here and now to a tomorrow where your life goals can be attainable.