Trinity Financial Planning

At Trinity Financial Planning, we believe that the definition and attainment of wealth is holistic in nature. We strive to provide our clients with straightforward professional advice, a comprehensive approach to financial planning, and the ability to focus on other important aspects of their life. Our team of professionals works collaboratively to ensure meaningful and valuable relationships are developed with our clients, with the goal of improving their lives through comprehensive planning and allowing them to take control of their financial future.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our wealth management services provide comprehensive, fee-only advice on investments, insurance, tax, retirement, estate planning, and other critical issues. Our financial tune-up service helps clients evaluate and focus on their financial priorities, providing a clear understanding of their financial situation and identifying areas for improvement. Through regular review sessions, we keep our clients' financial planning personal and tailored to their unique needs as life changes occur.

Our Team

Our founder, John Scherer, established Trinity Financial Planning in 2001 with the core values of serving as a fee-only fiduciary, providing comprehensive financial planning, and maintaining integrity and a charitable attitude. As a team of professionals, we work collaboratively to ensure meaningful and valuable relationships are developed with our clients. Our team is committed to providing objective and unbiased advice, always putting our clients' best interests first.

Our Approach

We believe that financial planning is not just about investments or returns; it's about helping our clients achieve their goals and dreams. Our comprehensive approach to financial planning takes into account all aspects of our clients' financial lives, providing a clear understanding of their financial situation and identifying areas for improvement. We work with our clients to develop a personalized plan that is tailored to their unique needs and goals, helping them to simplify their lives and control their financial future.

Our Mission

Our mission is to provide comprehensive, fee-only financial planning to our clients, helping them to achieve their financial goals and improve their lives. We are committed to serving as a fiduciary, always putting our clients' best interests first. We strive to be a trusted partner and resource for our clients, providing objective and unbiased advice and guidance.