Are You Confident in Your Financial Future?

It’s our mission to empower our clients and our community to participate in a confident financial future. With this goal in mind, we’ve created a company culture that values communication, camaraderie, perspective and technology. When it comes to technology, we seek out tools to educate and collaborate with our clients.

We know that knowledge is power. We want our clients to be knowledgeable and confident about their finances. Our unique TRUST Assessment helps you (and us) to quickly identify how you can save money, reach your goals and gain confidence in your financial plan.

TRUST Assessments are completed online (for free). They gather the information needed through financial planning worksheets, in order to understand your goals and identify how we can help you reach them. It’s an easy process that takes about 30 minutes to complete:

• Step 1: You commit 30 minutes to complete the online TRUST diagnosis and financial planning worksheets.
• Step 2: You answer questions about your business and/or finances.
• Step 3: We analyze your answers and identify key areas where gains might be possible and where downsides can be avoided.
• Step 4: We meet with you to review and discuss your results. There is also no charge for this meeting.
• Step 5: We provide you with a comprehensive Client Service Plan, including a summary of your Top Five Action Items to keep you on track.

Our ultimate goal is to help you reach your financial and/or business goals by focusing on the issues that really matter. Take the first step now and experience what makes simplebackoffice unique.