Life Planning

A real life plan incorporates every aspect of your life. When we build your life plan with you, we realize that it is a dynamic plan. We use technology combined with our planning expertise to capture the baseline of your plan. Our planning approach allows for making changes and testing different scenarios as required.

A life plan doesn’t end for our clients and their family. Even after they have passed, there is still work to be done around the estate plan and it morphs into the plan for their legacy, whether that is the next generation or philanthropy.

Throughout our relationship with you we will constantly be asking and revisiting the answers to these three questions:

  • What life do you want to live?
  • Do you have the resources to live that life?
  • Are you prepared for life’s surprises?

We have found this approach allows us to best fulfill our fiduciary duty to act in your best interest.

We are happy to take you through our process to determine if we can be helpful in building, executing and monitoring your life plan with you. This would involve having you come in for a Discovery Meeting, where we will learn about your life and your goals.

Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
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Fee-only investment advisory services offered through Triad Financial Advisors, Inc., an SEC Registered Investment Adviser. FinLife Partners is a division of United Capital Financial Advisers, LLC and is not affiliated with Triad Financial Advisors . All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, FinLife®, Honest Conversations®, Money Mind®, FlexScore®, Financial Control Scorecard®, One Best Financial Life®, Ideal Life Index™, Financial Years of Freedom™, Live Richly™, We Help You Live Richly™, and United Capital Financial Life Management® ) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries. The information, data, analyses and opinions contained in this material do not constitute investment advice offered by United Capital and are provided solely for informational purposes. ©Copyright 2018 Triad Financial Advisors. ADV