What We Do
Our Approach
At Trifecta Wealth Management, our complimentary second opinion process is more than just a review—it's a chance to experience firsthand how our unique approach could elevate your financial plan. We don't just tell you what we can do; we show you by identifying gaps and opportunities that may have been overlooked. This collaborative process helps us determine if our proactive, client-focused philosophy aligns with your vision, ensuring a partnership that's built on collaboration and mutual success.
Our Second Opinion Process
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Discovery Meeting
Renowned author Simon Sinek popularized the concept of "Start With Why," emphasizing the importance of understanding the core motivations behind actions. At Trifecta Wealth Management, we apply this principle to your financial planning. Our first meeting is dedicated to discovering your "Why." We explore seven key areas of your life: Values, Goals, Relationships, Assets, Advisor Relationships, Processes, and Interests. By understanding these aspects, we can align your finances with what truly matters to you.
Strategy Meeting
Creating a financial plan is akin to assembling a puzzle. Once we clearly understand your current financial pieces and the vision you have for your future (your "Why"), we can evaluate which pieces to keep, remove, or add. Our team will thoroughly review all provided documents and notes to prepare for this meeting. During the Strategy Meeting, we will present any gaps, potential enhancements, and our tailored recommendations to build your financial puzzle.
Mutual Commitment Meeting
In this meeting, we ensure a mutual fit. We recognize that while we are evaluating your needs, you are also assessing our services. We will review the insights from our Strategy Meeting to confirm alignment. Once we agree on a course of action, we will formalize our partnership by signing an agreement to move forward.
Onboard
Meetings
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Investment Collaboration Meeting
After consolidating your assets with our custodian, LPL Financial, we will discuss the investment strategies that best support your goals. We will review all associated costs, including advisor fees, platform costs, and internal expense ratios. This meeting ensures transparency and alignment with your financial objectives.
Technology and Resource Meeting
In this meeting, we will introduce you to our app, website, and other technological resources. This session ensures you are comfortable and familiar with the tools that will help manage your finances effectively.
Regular Process Meetings
Studies show that lack of proactive communication is a primary reason clients leave their advisors. We prioritize proactive planning and regular communication. We schedule multiple meetings throughout the year to review your progress, address any changes, and ensure your financial plan remains on track.