Monitor Your Plan

Your life is dynamic. So, your plan needs to be dynamic as well. You also need to have context around your plan. You want to know, “Do I have the resources to live the life I want?” We have to answer this question for you and our other clients on a regular basis. You want to know, “Am I going to be OK?” That is why you have a dedicated team with at least one CERTIFIED FINANCIAL PLANNERTM (CFP®) that is monitoring your plan and making sure it is still on track.

"Someone is sitting in the shade today because someone planted a tree a long time ago."
Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
Check the background of your financial professional on FINRA's BrokerCheck.
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