point

Live With Intention

Empowering clients to live with intention through the practice of financial life planning
LEARN MORE
As Seen On:
forbes
wsj
nytimes
barrons
today

What We Do

Intentional Planning System

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.
ebook
Complimentary New eBook!

What Can Intentional Investing Do For Me?

Achieving Your Financial Goals Is The Heart Of Intentional Investing.

Download Today

Create A One-Year Plan

One of the biggest challenges facing financial advisors and their clients is the sheer scope of the subject matter—ranging from investment, retirement, tax, insurance, estate, and education planning, as just a start! You can’t do everything at once. Therefore, one of the most helpful tools we offer at TFA is also the most simple: The One-Year Plan.

The One-Year Plan provides us with a space to identify and prioritize action steps, bringing your long-term vision as a client into an achievable short-term plan that we’ll collectively renew each year. But the most potent feature of the 1YP is the connection of your Financial Goals to Life Goals empowered by your household’s personal statement of Intention.

Practicality powered with purpose!

In the News:

Triad Financial Advisors Launches Their New Website
Triad Financial Advisors Launches Their New Website
Triad Financial Advisors is thrilled to announce the launch of our new and improved website! The new site went live on November 21, 2022. The updated look and feel will make it easier to find […]
Read More >>
Choose Your Own Adventure: A New Approach To Financial Planning
Choose Your Own Adventure: A New Approach To Financial Planning
Financial planning, as a relatively new profession, has experienced a rapid pace of evolution. Initially, it began as an aggregation of previously segregated financial industry services—brokerage, banking, and insurance—but it took a major leap forward […]
Read More >>
The Power Of Perspective In Financial Planning
The Power Of Perspective In Financial Planning
“When in doubt, zoom out.” A lot of things that I’ll never remember cross my purview on Twitter, but this one from Sahil Bloom stuck. The rhyming helps, but it’s not just a clever line. […]
Read More >>

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.

Contact Us