Trinity Financial Planning’s founder, John Scherer, established his firm in 2001
with the core values of:
- Serving as a fee-only fiduciary – meaning the client’s best interests come first
- Comprehensive financial planning – services offer advice on investments, insurance, tax, retirement, estate planning, and other critical issues
- Integrity – honest treatment of clients and treating people with respect
- Charitable – having an attitude of gratitude
As a team of professionals, we work in a collaborative approach to ensure meaningful and valuable relationships are developed with our clients. Our goal is to improve the lives of clients through comprehensive planning and allow them to take control of their financial future.