Some Frequently Asked Questions.

There is a common misconception that only extremely wealthy people need a financial advisor. Regardless of the amount of assets you have, the things you do now can make a huge impact on your financial future. We often hear clients say that they wish they would have worked with an advisor earlier. Just as with most things in life, reaching your financial goals takes dedication and persistence. Working with an advisor now will help you to not only create a detailed plan but also to commit to it and adjust it along the way.

Why do I need a financial planner?

We are a fee-only financial planning firm. This means that we don’t sell any products or receive any commissions. All of our compensation comes directly from our clients. When we recommend insurance or other financial products to you, it is because we truly see the benefit and will not receive anything in return.

How do you get paid?

My last year in the Army I was stationed at the US Embassy in Kathmandu, Nepal. The Trisuli river was a river close to Kathmandu that was a river frequented for rafting and fun. The river was the source of sustenance for many local Nepalese.

Why did you name your firm Trisuli Financial?

Financial planning sound good, but you’re not sure what it covers? Here’s a pretty comprehensive list of topics we will talk about;

  • Identify Goals

  • Risk Management

  • Real Estate Planning

  • College Preparation

  • Employee Benefits Optimization

  • Estate Planning

  • Investment Analysis

  • Cash Flow Management

  • Retirement Planning

  • Tax Planning

What does financial planning cover?