29th
of October
6:00 PM EST
A financial plan is not just a document. It is the process that helps a family organize their money, understand their options, and make better decisions with confidence.
Join Extraordinary Trust for a deep dive into White Coat Planning, one of its dedicated financial planning divisions, and learn how a thoughtful financial planning process can help families feel more organized, intentional, and confident about their money. This webinar will walk through the importance of building a financial plan and how White Coat Planning helps clients organize cash flow, evaluate risks, plan for future expenses, and make better decisions with greater clarity.
This session is designed for DLP investors who want to better understand how comprehensive financial planning can support their family, their investments, and their long-term financial goals.
Nicholas Stonestreet, CEO & Chief Investment Officer, will walk you through the institutional capabilities and strategies that make this level of sophistication possible. You’ll understand what becomes possible when you work with a platform built for complexity.
About Extraordinary Trust
Extraordinary Trust is a South Dakota-chartered trust company and family office platform serving individuals, families and advisors navigating complex wealth. Operating within the DLP Capital ecosystem, Extraordinary Trust is committed to transforming complex wealth into extraordinary legacies of purpose.
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