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. 

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. Only then will we 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 non-qualified - 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 tax efficiently . 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.

Life today is busier and more complex than ever before. After organizing and integrating each part of your financial life, we then leverage the strength of cutting edge, interactive software and tools that allow our clients to measure and track their progress. Simplicity means being able to log on from anywhere, at any time of day, and get a real-time snapshot of how you're doing both at that moment and over time. All your accounts are safely linked to one area for secure and easy monitoring. All of these tools serve a singular purpose: to simplify your financial life.