Live With Intention
Empowering clients to live with intention through the practice of financial life planning
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As Seen On:
What We Do
Are You Struggling to Find Financial Direction in a Sea of Misinformation?
Intentional Planning System
The Intentional Planning System is an evidence-based approach to financial life planning created by Triad Financial Advisors that is designed to put you, and what’s most important to you, at its center.
Financial Life Planning
Information
Information Planning
Information planning is the deliberate habit of maintaining and managing the vast amount of information involved in financial life planning—like the recorded maintenance of transfers, trades, contributions, distributions, beneficiary designations, and dates, each of which play a vital role in the many aspects of planning that require precision.
Financial
Financial Planning
Financial planning is a comprehensive practice that includes at least six areas of analysis—cash flow, investment, insurance, estate, tax, and retirement planning—and often others, depending on your unique situation, each of which has a necessary impact on the other.
Life
Life Planning
Financial life planning puts you at its center, where our Intentional Discovery process helps you discern and articulate what’s most important to you in life so that we can offer the best direction in your finances.
Information Planning
Information planning is the deliberate habit of maintaining and managing the vast amount of information involved in financial life planning—like the recorded maintenance of transfers, trades, contributions, distributions, beneficiary designations, and dates, each of which play a vital role in the many aspects of planning that require precision.
Financial Planning
Financial planning is a comprehensive practice that includes at least six areas of analysis—cash flow, investment, insurance, estate, tax, and retirement planning—and often others, depending on your unique situation, each of which has a necessary impact on the other.
Life Planning
Financial life planning puts you at its center, where our Intentional Discovery process helps you discern and articulate what’s most important to you in life so that we can offer the best direction in your finances.
Complimentary New eBook!
What Can Intentional Investing Do For Me?
Achieving Your Financial Goals Is The Heart Of Intentional Investing.
In the News:
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What, Exactly, Are DFA Investments?
Investing in the stock market can seem daunting. There are countless strategies and asset types to choose from, each with its own set of risks and potential rewards. One strategy that has gained popularity in […]
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The Benefits of Working With a Fee-Only Financial Advisor
There is no shortage of investment advisors to choose from, although the sheer number of options at our disposal can make matters more daunting. Finding the right financial advisor that will act in your best […]
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Our CEO Patrick Rush wrote the Amazon bestseller
Gain Big and Give Back.
We’re here to help you Live With Intention.
Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.
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