Remember that class in school that taught you everything you needed to know about budgeting, saving, investing, and how to be smart with your money?

Yeah, we don't either.

Fortunately, you have options. You can search on Google for "Personal Finance," which yields just over a Billion results. Or, you can spend weekends and evenings reading blogs, books, or watching videos to seek solutions to your unique challenges.   

If you're like most people, you're busy doing the things you love with the people you love. For something as important and as time-intensive as making the right choice for your family's finances, having an experienced and knowledgable partner on your side can mean the difference between success and failure. We have years of experience helping families like yours on the path to their financial freedom.

Trident Financial Planning specializes in helping young couples and families navigate the intricate and complex world of their personal finances. 

Creating a Shared Vision

• Setting Realistic Mutual Goals and Determining the Best Way to Fund Them
• Communicating with Your Partner
• Living in the Moment vs. Preparing for the Future

Staying on Track

• Progressing Towards Financial Freedom
• Keeping Disciplined and On Track
• Staying Updated and Informed 
• Being a Savvy Investor

Protecting Your Future

• Being Prepared for the Unexpected
• Having the Appropriate Insurance and Savings
• Having the Lawyer-Stuff Handled
• Resting Easy Knowing Things Are Handled

The Next Generation of Financial Services

The old days of your parents' stockbroker earning commissions from selling mutual funds and insurance are gone.

We work directly for our clients and represent their interests alone. Our independence means our research, recommendations, and guidance are focused on helping you achieve your goals and objectives, free from outside influences and control. 

Fee-Only

No commissions, sales charges, hidden fees, or sales bonuses. Our compensation does not rely on which product you buy from us. Our fees are transparent and straightforward, so you'll feel confident you're getting advice based on your needs, not the size of our paycheck.

"Advisors should not be paid to sell you products. They should help you buy the right products they believe will best address your challenges."

Fiduciary

Simply, we are legally obligated to place your best interests ahead of our own. It seems strange to us that others would operate otherwise because putting the client first is just good business.

"When you're looking for answers to some of the most important questions in life, the last thing you want is a sales pitch."