The Financial Freedom Process™

The Trinity Strategic Wealth™ team helps focus your attention on the specific obstacles and dangers that could damage your quality of life and put your lifetime vision at risk. With our focus zeroed in on your specific goals, we are able to consider the big picture, while tending to the smallest of details, to develop and implement strategies to help you pursue your life and financial goals.

The Financial Freedom Starter Kit™


Helps you assess your current situation and clarify your lifetime goals.

The Financial Freedom Discovery Session™

Helps you assess your current dangers, opportunities and strengths.

Life & Financial Strategy Session


Helps you develop a step-by-step plan designed to achieve your life and financial goals.


Financial Freedom Plan™


A detailed blueprint outlining the strategies, tools, and timelines required to implement your plan.


Financial Freedom Strategy Builder™


Work with a team of professionals to ensure timely and effective implementation of your plan.


Financial Freedom Progress Sessions™


Regular reviews of your progress to keep you on track towards your vision.

The Financial Freedom Process™ is designed to create for you:

  • a comprehensive plan, including sufficient income objectives, for your retirement,
  • organized and diversified investments that help meet your specific objectives,
  • a complete estate plan that includes charitable giving strategies,
  • information about and strategies for avoiding dangers that threaten your future,
  • frequent contact with an advisor to help you stay on track, and
  • help you enjoy confidence about your future to pursue your lifetime vision.

Investing involves risk and there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss.