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trinity financial planning offers:


Our Services

FINANCIAL TUNE UP

One Meeting | Two Hours | Three Questions

While holistic financial planning is the cornerstone of our practice, we offer a one-time ‘Financial Tune Up’ (FTU) consultation that serves two purposes.

  • The first is to provide those who want to become full clients a sample of what it is like to work with us for before committing to an ongoing relationship.
  • The second is for clients whose situation is simple enough that ongoing consulting is not necessary.

The FTU is an intensive, interactive session to review your current financial situation and answer up to three of your most pressing questions. This is not a ‘free introduction,’ but actual results-oriented financial planning.  This is a stark contrast to other financial advisor's who offer a free initial consultation. Free initial consultations are used to gain your trust without providing any advice and function as a de facto sales presentation. If you think about it, the goal of the free appointment for the advisor is to get a new client. This presents a significant conflict of interest if you wants an objective review of their financial situation and options.

All FTU clients receive customized advice. We base our recommendations on your individual situation and your financial goals, not on some pre-packaged software.

Pricing for a Financial Tune Up is a flat fee of $975, with $500 due upon scheduling the FTU meeting and the remaining balance paid at the beginning of the planning meeting.

 

Does having a fee-only, unbiased review of your financial situation sound right for you?

 

Getting started on a Financial Tune Up is simple.

  • We will send you a confidential data sheet to complete and return along with other documents such as recent investment statements and tax returns.
  • Once your initial paperwork is received, the information is prepared and analyzed, and we hold a brief phone call to confirm all information as well as the agenda for the FTU meeting.

Contact us to get started.

After completing the FTU, you may choose to use other services we provide however you are under no obligation to do so. If we agree that working together in an ongoing financial planning relationship makes sense, the cost of the FTU is credited toward those additional services, reducing your future outlay.

If you’d like to learn more about our philosophy, check out our quotes in various news outlets.