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Our Services
Trinity Financial Planning offers the following:
- Holistic Financial Planning 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.
- Financial Tune-Up: One meeting – Two hours – Three questions
- Investment Management Services are offered to eligible clients using a passive management approach.
To get started please contact us so we can answer any questions you may have and help you to decide which services will be the most beneficial.
Our pledge to you:
- Holistic in outlook - I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
- Professional in conduct - I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
- Educational in nature - I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
- Independent in compensation - I will never sell you a product or service other than holistic financial planning nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
- Committed to your success - Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.