Your future’s best ally.
Holistic Financial Planning
It’s your money, your career, your family, and your vision—but you are not alone. We help you understand the details of the best path to get you where you want to be. We consider all your priorities and goals as we build your plan. We want to maximize your resources as you build the life you love. You are the superhero of your story and our holistic financial planning is the jet pack to help you reach your goals!
Why Financial Planning is Important
TriCord Advisors provides a comprehensive financial plan development over 3-4 meetings virtually or in-person. Each meeting lasts 1-2 hours. We charge a one-time fee for the initial plan development and then going forward we charge a fee based on assets under management.
What we can do for you
Here’s a preview of what our holistic financial planning services cover:
Discovering You
We realize financial planning is all about YOU. And the only way we can deliver what you need is to understand your needs. We do this through a consultative discovery approach of getting to know you, your goals, and concerns, and determining how we can best support you.
Holistic Planning
Through our customized strategy-building process, we create a set of personalized objectives—for the short, intermediate, and long-term that will help fulfill your overall financial strategy. Our planning process is inclusive, and we work together to build a plan you can get excited about.
Frequent Reviewing and Monitoring
Although completing a financial plan is a key step in your financial journey, it is the starting point and not the finish line. We stay vigilant through consistent monitoring and frequent reviews and work with you to make modifications to the strategies and plans as circumstances change.
Implementation
Once your plan is in place, we walk you through the process of implementing your action steps. Whether it is making the right investment decisions, choosing the right insurance plan for you and your family, saving enough to reach your retirement goals, or creating an estate plan that preserves your legacy, TriCord Advisors and our team of fantastic professionals is by your side as you take each step.
