Who We Help
The very essence of Trinity Financial Planning is the people we serve. Our business is built and sustained on the relationships formed.
We work primarily with experienced business professionals, executives, and entrepreneurs. Our clients understand the importance of effective delegation, and working with highly trained functional experts. They are also:
Interested in a collaborative process
Tired of sales pitches and “free meals”
Believers in the process; they trust that strategy should drive tactics
To provide the best possible service to our clients, we have determined that this model is suited to serve no more than 80 individuals or families. Once that threshold is met, we will maintain a first-come, first served waiting list.
Our Five-Point Philosophy
Commitment to Client Service
The quality of your experience comes from the strength of the culture. We ensure that we serve clients with the highest standards and integrity.
Comprehensiveness
We integrate your company’s benefits and compensation with estate planning, investment planning, income tax planning, risk management, and long-term cash flow/retirement planning to achieve coordinated planning and implementation.
Implementation
We help our clients get things done, thereby achieving an effective and integrated financial strategy. We will hold each other accountable for plan implementation items.
Continuity
This business is built and sustained on relationships. The clients’ financial affairs are very personal to them and their families. We are trusted advisors.
Confidentiality
There is no higher concern than the integrity of the client relationships and confidentiality in our client dealings. We understand the value of discretion and trustworthiness.