A financial plan that's as unique as you are

​What is the why behind your financial goals?
​What are you looking to achieve?
​​​What does success look and feel like for you?

Chances are some of what is important to you is in the list below:

• Peace of mind
• Financial stability
• Providing for your family
• Living a comfortable lifestyle

• Traveling and seeing the world
• Educating yourself and others
• Supporting your favorite charitable organizations​
• Leaving a legacy for your heirs

Money touches all of these goals -
​and a myriad of others.

But not everyone will share the same priorities. When you work with Trifecta Capital Advisors, we will ask a lot of questions and listen for what  motivates you. We’ll help determine how best to meet your individual and family needs, working with you and your spouse or partner to ensure that everyone is heard.  We want to have the full picture.  It is not uncommon to have different viewpoints, goals, and risk tolerances within a family.

We want to do what’s right for you.

What does this mean for you as a Trifecta client?

To each their own. ​Because every client has a different situation and different goals, we work to match our recommendations with your situation, crafting a financial plan that is uniquely yours. As life unfolds, we will use this plan as a thoughtful roadmap that can be appropriately adjusted and tailored to your needs.

​We will answer the big questions together:

• Do I have enough financial flexibility to do what I want to do now?
• When will I have enough to do everything I want to do?
• Will I have sufficient resources to retire the way I envision?
• How much risk should I be taking?
• Am I taking risks that I’m not aware of?

• What changes might adversely affect us?
• Do I have the proper insurance in place?
• Are we missing any important tax considerations?
• How can I ensure a legacy for my heirs and beneficiaries?
• When should I consider bringing the next generation into financial discussions?

Trifecta clients tell us that our EQ is just as important as our IQ

While an intelligence quotient (IQ) is a score that can easily be derived from a set of standardized tests designed to assess human intelligence, it’s that emotional intelligence (EQ) that is hard to measure, but easy to sense when you’re working with a high EQ team.  We draw on our experience to balance the financial factors of a client’s situation with the subjective ones – those that can cause individuals to lose sleep at night.

Trifecta's 3-Step Process

​Trifecta Capital Advisors is committed to providing our clients with an integrated approach to money management and financial well-being. Whether you are an individual, family, business owner, professional, or executive, you may find, as our clients have, that you need the kind of personalized, proactive, proven guidance that we deliver.
​
Here’s how our 3-step process works:

LISTEN & PLAN
We start with an initial conversation to understand what matters most to you. Knowing the details of who you are, what you are working towards, and what you are working with enables us to create a written financial plan to guide our future conversations.
 
COORDINATE & EXECUTE
We will help, to the extent we can, implement agreed upon recommendations. We will customize our investment approach to meet the unique nuances of your plan. Having a customized investment plan built on the foundation of a personalized financial plan has helped our clients be confident in their futures and reduce stress in times of turbulence.

​REVIEW & ADJUST
We’ll meet regularly to review your plan and portfolio, recognize changes in your life, and measure progress toward your goals. Adjustments will be made as needed to reflect the current state of your affairs.

Learn about Personalized Money Management