Clarity. Confidence. Guidance for What Comes Next.
On the Horizon helps individuals and families organize, coordinate and navigate important estate and financial matters. With personalized guidance and a thoughtful, organized approach, we help bring clarity to complex situations and confidence in what comes next.
- Financial Estate Organization™
- Personalized Guidance
- Professional Coordination
Clarity. Confidence. Guidance for What Comes Next.
On the Horizon helps individuals and families organize, coordinate and navigate important estate and financial matters. With personalized guidance and a thoughtful, organized approach, we help bring clarity to complex situations and confidence in what comes next.
- Financial Estate Organization™
- Personalized Guidance
- Professional Coordination
how we can help
Whether you are organizing your affairs, navigating a new responsibility or coordinating important estate and financial matters, On the Horizon provides personalized support to help you organize what matters, navigate what comes next and bring the pieces togehter.
Financial Estate Organization™
Organize and document your financial and estate information so you and those you trust have a clear picture of what you have and where it is.
Successor Trustee Support
Practical guidance for individuals serving as Trustee or Successor Trustee, with hands-on support to confidently manage and administer the trust.
Trust Administration
Professional Trustee services to manage the administration process, from gathering and identifying assets and coordinating with advisors through accountings, distributions and final close-out. Trustee appointments are accepted based on individual circumstances, needs and fit.
Estate Coordination and Consulting
Personalized guidance to help bring together the financial, estate and professional pieces when circumstances are overwhelming or complex, or when additional coordination is needed.
Experience You Can Rely On. Guidance You Can Trust.
Founded by Dawn K. Trotto, CPA, On the Horizon brings more than 30 years of accounting and finance experience to helping individuals and families navigate important estate and financial matters.
With an organized, hands-on, collaborative approach, we work alongside your attorney, financial advisor, tax preparer and other professionals. When additional expertise is needed, we can also help connect you with trusted professionals through our extensive network – bringing clarity to complex situations and helping keep important matters moving forward.
What Sets Us Apart?
What Families Are Saying
Read what our clients have to say about their experience working with On the Horizon.
First names have been used or changed to protect the privacy of our clients.
Allison
I've had the pleasure of working with Dawn Trotto for the last two years. As a first time Successor Trustee, I wanted to be sure I was handling the trust accounting and beneficiary distributions in a proper and orderly fashion. Her knowledge and experience was so refreshing and gave me the confidence I needed to take the necessary steps in executing the Trust requirements. I'm grateful for her taking the time to learn the specifics of my situation, her attention to detail, and her communication style. She readily makes herself available and was looking out for both mine and the beneficiaries' best interests. Dawn was able to stand in the gap in the areas that were outside of my expertise. I highly recommend her and would reach out to her again for future services.
Ken and Nancy
We needed to update our estate plan and didn’t want to put the burden of administering our estate on our families. We were also overwhelmed with the task of getting our “financial affairs” in order according to our wishes. Our attorney and financial planner recommended Dawn Trotto of On the Horizon to help in these areas. Dawn worked with us, our attorney and financial planner organizing our financial information ensuring our beneficiaries were aligned according to our estate plan. She even went the extra mile meeting us at our Credit Union to update our accounts. We highly recommend On the Horizon as Dawn was extremely thorough, honest, open and explained things along the way. She kept us on track providing us with the inventory of financial assets and related support. We are totally relieved that our financial affairs are in order!
Connie
I had a falling out with my existing Trustee and I needed to update my estate planning documents as I was scheduled to have surgery within 6 weeks. I wanted to replace my Trustee with a professional who had knowledge in this area. An attorney recommended Dawn Trotto of On the Horizon. Dawn was very responsive and facilitated the meetings with the attorney to have my estate planning documents updated. I didn’t feel any pressure and I was amazed how fast things got done. I felt very confident in appointing On the Horizon as my professional fiduciary and know that if something happens to me, everything is in order and my wishes will be carried out according to my plan. The surgery went well and I am on the mend. I recommend On the Horizon to anyone who is struggling in appointing a financial power of attorney or Successor Trustee.
Edward
Recently I checked my financial investments for my family to ensure the beneficiaries were aligned according to my estate planning documents. An attorney recommended I contact Dawn Trotto of On the Horizon to assist in this process. I found Dawn to be very responsive and knowledgeable in getting through my policies so I wouldn’t have a problem in the future. She handled the estate planning very well. I didn’t feel any pressure and she was able to complete the review of my policies fairly quickly. I feel Dawn did an outstanding job and her services would be helpful to anyone who needs help with fiduciary services, beneficiary designations, estate organization and assistance. If you are struggling getting your estate planning in order, I would definitely consider On the Horizon.
Liz
It was getting more and more difficult to get around and accomplish what I needed to do. After a trip to the ER, many resources recommended by the hospital were coming to my home and it was difficult for me to sort through and make decisions. I meet Dawn Trotto of On the Horizon and she immediately put my mind at ease. From the very beginning, she was very knowledgeable, professional and easy to talk to. She understood my situation and communicated in a way I could understand. She explained and clarified my options so I could make informed decisions. Dawn helped me transition to an assisted living facility where I'm getting the oversight and care I need. I recommend On the Horizon to anyone who needs assistance with monthly bill paying and getting their estate in order. She has many resources at her disposal, understands and goes the extra mile.
Clarity for What Comes Next.
Whether you are organizing important financial and estate matters, serving in a fiduciary capacity or simply unsure where to begin, On the Horizon provides personalized guidance to help you understand your next steps and move forward with confidence.