As a fiduciary, my job is to always put your best interests ahead of my own. Above everything, I am client-focused. Trisuli Financial Advising is a fee-only financial planning firm, which means that I am paid directly by my clients and don't receive any commissions for financial products. Objective advice — driven by your individual needs and goals — is at the core of my services.
When you work with me, I’ll conduct a thorough assessment of your financial situation before selecting the options that complement your preferences the best. During the first month of being my client, we will meet approximately three to four times. While most of my client relationships last at least a year, I always recommend ongoing financial planning as proactivity is key to building (and maintaining) a strong financial future. I maintain a deep understanding of financial topics through participation in the XY Planning Network and the Military Financial Advisors Association.