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What You Can Expect

My Process

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.

How It Works

While my recommendations will always be tailored according to your unique situation, I follow the below process with each of my clients to ensure you receive maximum value out of your time spent with me.

               

At the beginning of our relationship, I’ll invite you to my office or web conference for a one-hour discovery meeting, where we’ll discuss where you’ve been, where you are and where you’d like to be. Casual and non-committal, this is your time to share any questions or concerns you have so we can determine the best course of action for our partnership moving forward.

During this step, I’ll gather all relevant financial documents to gain a comprehensive view of your finances. Additionally, we’ll chat a bit about what your goals are for the next five, 10 and 20 years. We discuss military benefits, VA benefits and how they fit into the overall picture. Even if you don’t have a solid view of your future, it’s helpful to create a general outline for what you’re hoping to achieve so I can help steer you in the right direction.

After thoroughly evaluating all of your information (and available options), we’ll meet and discuss my recommendations, as well as any actions that are required of you in order to successfully implement your plan. A living, breathing document, this plan will be periodically updated according to any changes that occur in your personal and professional life.

As we all know, things come up. I’ll serve as your personal financial guide and coach to help make sure your finances remain in good health. In addition to continuously monitoring your progress, I will evaluate your situation as time goes on and identify new ways you can save money and utilize your wealth to your advantage so no opportunity is wasted.


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