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Answers to Your Questions

1. Why do I need a financial planner?

There is a common misconception that only extremely wealthy people need a financial advisor. Regardless of the number of assets you have, the things you do now can have a huge impact on your financial future. We often hear clients say that they wish they would have worked with an advisor earlier. Just as with most things in life, achieving your financial goals takes dedication and persistence.

2. How do you get paid?

Trisuli Financial Advising is a fee-only financial planning firm. This means that I don’t sell any products or receive any commissions. All of my compensation comes directly from my clients. When I recommend insurance or other financial products to you, it is because I truly believe it will bring you value.

3. What’s your firm’s backstory?

During my last year in the army, I was stationed at the U.S. Embassy in Kathmandu, Nepal. The Trisuli River (a river close to Kathmandu) was a popular attraction, as well as the source of sustenance for many local Nepalese. I enjoyed my time there so much that I decided to name my firm after the river.

4. What does financial planning cover?

Here’s a comprehensive list of the topics I cover:

  • Retirement planning

  • Employee benefits analysis

  • Tax planning

  • Insurance analysis

  • Budgeting and debt management

  • Social Security optimization

  • College planning

  • Cash flow planning

  • Investment planning

  • Tax savings strategies

  • Risk management

  • Estate planning

  • Real estate planning