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Celebrating with Charity

Trinity Financial Planning was founded in fall 2001 to help people with their personal tax, investment and financial planning without the traditional selling of financial products.  

Wanting to give back in appreciation for two decades of building strong client relationships and business success, in 2021 owner John Scherer and the team at Trinity Financial Planning asked clients to nominate charities to receive one of twenty $1,000 donations.  

The organizations selected to receive donations were focused primarily on local charities of importance to clients and include:


You can learn more about each organization by clicking on the name and it will open a web page in a separate tab.