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Our Process

Organize.

It is understandable in today’s world that organization is often a problem. Successful people are so busy with work, family and life in general that they often have difficulty staying organized. Old 401(k) accounts with prior employers, unmonitored accounts in multiple locations, statements all over the place… the list goes on and on. At Trinity Financial Strategies, we pull everything together for you and lay it out to determine exactly what you have, where it is and how it is presently allocated. We then make recommendations as to how your accounts can be consolidated and organized so you can track and monitor your progress toward your goals.

Integrate.

Through financial planning, we help you create an automatic accumulation plan to “pay yourself first.” Through retirement planning, we pull together both your non-retirement and retirement accounts - qualified and unqualified - and match them with your retirement time horizon and your risk tolerance. Through estate planning, we help ensure that your wills, living wills and durable powers of attorney are properly updated. Ultimately, we help structure your estate planning in order to pass your wealth on to your loved ones in the most tax-efficient way possible. Legal services provided by Tim are through a separate business that is not affiliated with or endorsed by LPL Financial or Private Advisor Group. By having everything under one roof, your financial, retirement and estate planning strategies are all interconnected with the goal of providing the greatest chance of successfully meeting the financial goals of you and your family.

Simplify.

Never in the history of modern life have we been so busy or faced so many complexities. After organizing and integrating each part of your financial life, we then leverage the strength of Wealth Vision, a platform that allows our clients to measure and track how they are doing every single day with the click of a button. Simplicity means being able to logon from anywhere, at any time of day, and get a snapshot of how you’re doing. All your accounts are safely linked to one area for simple tracking and monitoring. Your internal “vault” allows you to safely download and keep wills, life insurance policies, passports, deeds and any other essential documents accessible only by you, even when you travel. All of these tools serve a singular purpose: to simplify your financial life.