FINANCIAL LIFE PLANNING
WHAT IS FINANCIAL LIFE PLANNING?
At Triune, we believe the accomplishment of long term financial goals depends on a financial life plan and a consistent process over time to meet your changing needs. A financial life plan starts with an in-depth understanding of whom you and your spouse are, what is important to each of you and the identification and prioritization of the goals you are looking to accomplish. After an implementation strategy is defined, a process is developed to meet consistently over time to objectively measure progress in accomplishing your goals and adapt your plan to changing needs.
Financial life planning is done for a set fee, typically for the first year only, and our objective advice is not driven by the sale of a product or commissions
The financial life planning process allows us to be by your side year after year to help you make informed financial decisions that will allow you to accomplish your goals and achieve financial peace of mind.
HOW DOES FINANCIAL LIFE PLANNING WORK?
In the initial planning phase, we meet with you to analyze your current situation, discuss strategies for achieving your goals and develop a financial planning model that can be updated as your circumstances or goals change. This process normally entails two to three meetings.
After the initial planning phase, biannual meetings are typically held to measure progress toward each of your goals and adjust your plan to changing circumstances and needs. However, we are always available to meet at any time should the need arise.
FINANCIAL LIFE PLANNING SERVICES INCLUDE
- Financial projections
- Retirement planning
- Education planning
- Risk management
- Spending and cash flow
- Investment management
- Corporate benefit integration
- Estate planning
- Charitable giving
- Financial finish lines