Wealth Management includes a very wide range of services. We meet with our clients as often as necessary during the course of the initial year, depending on the situation, to create and set in motion their financial plans.
Wealth Management is the focus of our practice and includes a wide range of services.
We believe that financial decisions cannot be made in a vacuum, and only by considering the whole financial life can one prudently plan for the future.
This fluid, holistic viewpoint is why we address taxes, insurance, and investing in our integrated, dynamic financial planning process.
Because each client has unique issues and concerns, clients can utilize our services to varying degrees. We work with you to determine which areas are priorities for you and which areas should be priorities in our professional opinion.
As a financial planning client you will not be limited to scheduled appointments covering designated topics.
We work on an open retainer basis meaning you will be free to call us or set an appointment with us at any time you desire to discuss topics of concern which are within our scope of expertise. There will never be an added charge for calling or meeting with us.
The areas addressed include, but are not limited to
- Portfolio Analysis
- Asset Allocation Strategy
- Investment Implementation
- Real Estate Investment
- Retirement Planning
- Business Planning
- Proactive Tax Planning
- Insurance Analysis
- Estate Planning
- Record Keeping
- Cash Flow / Budgeting Analysis
- Goal Setting / Values Assessment
- College Education Funding
We believe that financial planning is a process, not an event, and we also believe that things change more than they stay the same. So you won’t get a big binder with a one-time look at what the next 20 years of your life will look like.
Instead, we practice modular planning, taking one or two areas of your financial life in each meeting, having an in-depth discussion culminating in an action plan to help improve each area. This ‘homework’ is then reviewed at each subsequent meeting until complete, resulting in a financial life that is much improved after the initial 6-12 month period of our work together.
Ongoing monitoring keeps you on top of your financial life. It is this results-oriented process that will help you to realize your financial potential.
Are you are ready to start taking action to improve your financial situation?
Most new clients with Trinity Financial Planning start with a Financial Tune Up.
Contact us for more information or to schedule a Tune Up.