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:
Triad Financial Advisors Joins OneDigital
Today, we are excited to announce that Triad FinancialAdvisors is teaming up with OneDigital – the nation’s leading insurance brokerage, financialservices and HR consulting firm. We are so excited about this partnership because we now […]
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Financial Checklist for a Smooth Start at Your New Job
Starting a new job can often be a mixture of exhilaration, uncertainty, anxiety, and lots and lots of paperwork. Along with learning your new role, understanding the office culture, and remembering a dozen new names, […]
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The Importance of Creating An Estate Plan After Having A Baby
Congratulations! The arrival of your new baby is undoubtedly a momentous occasion and a significant milestone in your life. Amidst the joyful chaos of midnight feedings, first smiles, and countless diaper changes, it’s easy to […]
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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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