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. Perfect for those

  • Wanting a detailed financial plan & expert assistance in implementing strategies,

  • Looking to manage and grow their financial assets,

  • Proactive, hands-on approach to achieving financial goals.

Comprehensive Planning

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Holisitic Approach

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Expert Insight

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Actionable Strategies

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Comprehensive Planning + Holisitic Approach + Expert Insight + Actionable Strategies +

The Process

  1. 30-minute Complimentary Intro Call

    • Get acquainted with the scope of The Build+ service

    • Discuss your current financial situation, goals and what you hope to achieve with your financial plan.

    • Gather preliminary information

    Based on our discussion we will determine if The Base+ is the best fit for you. If so, we will gather preliminary information to proceed.

  2. Pre-Meeting Questionnaire

    • Complete the data collection document with your personal information and submit requested documents.

    • Complete a questionnaire to help us understand your financial habits and goals.

  3. 30-minute Engagement & Fee Discussion

    • Review the gathered information and outline our approach.

    • Finalize the terms of our engagement, outline the scope of your Financial Plan and Implementation Strategy (wealth management, insurance, etc.)

    • Compensation Structure Discussion

    At this time, the Terms of Engagement and Compensation Structure are agreed upon, ensuring clarity and alignment on the scope of services and implementation.  

  4. Data Collection

    • Complete the Data Collection Document with your personal information - detailing assets, liabilities, income, and expenses, etc.

    • Submit requested documents

  5. 45-minute Data Review & Goal Setting Session

    • Ensure all data is accurate and requested clarification where required.

    • Collaboratively set clear, measurable goals, including specific dollar amounts and timelines.

  6. 90-minute Financial Plan Presentation & Strategy Session

    • Review your financial plan in detail, walking through each component of the plan reviewing how it aligns with your goals.

    • Discuss the implementation strategy and the role of the Trinity Park Team in executing the strategies.

    • Ensure you fully understand the plan and are confident in the next steps.

  7. Financial Plan Delivery & Implementation

    • Receive a digital copy of your financial plan

    • Trinity Park initiates implementation of the agreed-upon strategies.

  8. Ongoing Support, Check-Ins & Plan Review

    • Discuss our ongoing service plan, schedule future touchpoints, and outline next steps based on your unique implementation strategy.

    • We commit to regular check-ins to update your Financial Plan as life evolves.

    • Regular reviews of the strategies we've implemented, making adjustments as needed to keep you on track.

We have a secure Client Portal for document sharing and our Financial Plans are built using a robust Financial Planning Software.

    • Goals Discussion

    • Custom Financial Plan

    • 1:1 Financial Plan Presentation

    • Strategy Implementation by the Trinity Park Team

    • Investment and Insurance Management

    • Accessibility to your Dedicated Support Team

    • Regular check-ins and plan updates

    • You want comprehensive financial management

    • You prefer having a financial plan created and fully implemented by experts, ensuring every detail is handled for you.

    • You value personalized, ongoing support and regular check-ins/adjustments to your plan as your life evolves.

  • Interested in The Build+?
    Before diving in, let's make sure it's the right fit for you. Book a complimentary 30-minute consultation—no fees or commitments upfront.

    Why a Consultation?
    The Build+ goes beyond providing a financial plan—it includes having Trinity Park execute the strategies on your behalf. This service is ideal for those who want to outsource the complexities of financial planning and execution, allowing you to focus on what matters most to you. To ensure that The Build+ is the right fit, we begin with a consultation. During this 30-minute conversation, we’ll explore your current financial situation, goals, and any challenges you’re facing. This helps us understand your unique needs and ensures you will get maximum value from your investment in The Build+.

For additional information, visit our FAQs page

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