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Wealth Management Process

At Trinity Wealth Management, we begin each client relationship by designing a road map that directs you from your current financial situation towards True Financial Freedom. The road map we design for you is a comprehensive, holistic wealth plan that reflects your specific life circumstances and priorities.

It is a four step process - a journey, really - that we will undertake together using WealthConnect, our innovative wealth management system. By helping you articulate your goals and dreams, we are better able to understand where you want to be and develop a plan to help you get there.

  • Discovery - Before we get down to crunching numbers, we'll talk about the things that are most important to you - family, community, hobbies, church. We'll ask a lot of questions about what you're really thinking, feeling, worried about; your experiences with money; and what you've accomplished so far. Together we'll figure out where you are now.
  • Planning - Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We'll weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.
  • Solutions - A benefit of holistic planning is that it provides a comprehensive view if all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
  • Monitoring - Just when you make plans, life happens - and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.