Your money, your goals, our expertise.
We understand that traditional financial services often miss the mark, so we've crafted solutions that truly align with your life, your goals, and your future. It’s time to take charge of your finances—on your terms.
Your future starts now.
Transparent Pricing, Clear Services
At Trinity Park, we believe in straightforwardness. Our services come with clear, upfront pricing and well-defined offerings, so you know exactly what you’re getting and how it fits into your financial plan. No surprises, just honest, effective guidance.
Planning That Fits Your Pace
We understand the demands of a busy life. That’s why our financial planning services are streamlined, efficient, and tailored to fit seamlessly into your schedule—helping you build the future you want without the stress.
Empathy Meets Expertise
We start by understanding your relationship with your finances and then provide expert guidance to create plans that truly work for you. Our commitment is to offer a supportive, knowledgeable partnership that’s as unique as you are.
The Base
Start your financial journey with The Base, a foundational service designed to help you master the essentials of budgeting and expense tracking.
$185
What you’ll get:
√ Goals Discussion
√ Personalized Budget
√ Expense Tracker
√ Actionable Insights
The Build
Take contorl of your financial future with The Build, a comprehensive service that provides a detailed and actionable financial plan.
$750-$1,499
What you’ll get:
√ Goals Discussion
√ Custom Financial Plan
√ 1:1 Plan Presentation and Strategy Session
√ Actionable Strategies and Implementation Guide
The Build+
Experience the ultimate in financial planning with The Build+, our premier service that not only provides a comprehensive financial plan but also offers strategy implementation.
Consultation Required
What you’ll get:
√ Goals Discussion
√ Detailed Financial Assesment
√ Custom Financial Plan
√ Strategy Implementation
√ Investment and Insurance Management
√ Accessibility to your Dedicated Support Team
√ Regular check-ins and plan updates
Becoming confident in your financial future is easy when you have a partner on your side.
Book a call with us today, and let’s take the first step, together.