About Jentner
Our Process
Our planning process begins with a series of precisely focused meetings:

  • Introduction Meeting: A no-cost meeting to discuss your needs and expectations.
  • Discovery Meeting: Together, we address and understand your history, objectives, goals, values, and financial situation.
  • Proposal Meeting: We describe how we can help you and what it will cost. There is no sales pitch; you decide if our services fit your needs.
  • Planning Sessions: A series of meetings over several months allows us to complete your financial plan as well as your investment policy statement and investment allocation.
  • Implementation: We work with you to execute your plan, which may include the following:
      → Investment management
      → Retirement planning
      → Estate planning
      → Insurance/risk management (We do not sell insurance.)
      → Legacy planning
      → Business succession planning
      → Education planning
      → Life transition planning
      → Tax planning

Process