Business Assessment

Our Business Assessment can help

Our firm is very different and we’d love you to experience what we do and how we do it.                                                   Would you like to identify how you can Save Money and Grow Your Business

We’re different for a number of reasons—not the least of them is that we use well-defined processes; processes that our clients enjoy using.

We call one of those processes TRUST. We use TRUST with all our clients to really make sure we’re serving them well. And it’s a process you can use right now to experience our firm for free.

The process is very simple:

  1. Choose from one of five available TRUST templates;
  2. You'll be taken to a login page, where you'll be asked to submit some details and create a user name and password for yourself. Your user name can be anything you choose; your password needs to be 6-10 alphanumeric characters.
  3. As long as your user name is unique across all TRUST users,  you'll be taken straight to the TRUST assessment of your choice.
  4. Once you've finished working through the assessment, click on Logout. We will make an appointment with you to discuss the report that TRUST generates.

Enjoy the TRUST experience!

*This service is offered by Janette Bingham Davis through her affiliation with HD Vest

"Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information"

Janette L Davis, CPA, LLC is not a registered broker/dealer or investment advisory firm.


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