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.
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!
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