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About Us
Trinity Financial Planning (Trinity) is a registered investment adviser with the State of Wisconsin. Trinity does not provide legal, tax or specific personal advice via this web site. The purpose of this website is limited to providing general information regarding the services offered by Trinity to current and prospective clients and is not an offer to conduct business through this site. Form ADV Part II, which details the business practices, services offered, and related fees of Trinity Financial Planning, is available upon request.
Trinity Financial Planning is a member of:
The Alliance of Cambridge Advisors
and the Financial Planning Association
All information contained in this website has been obtained from sources believed to be reliable and is believed to be accurate, but we make no representations as to its accuracy or completeness. All information and ideas should be discussed with a professional adviser before relying on such information.
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.