‘Til Death Do Us Part – taking care of your family’s future through insurance
Life insurance can be one of the most complex – and confusing – financial purchases out there. Like many complex areas, planning ahead and understanding the product you are buying, along with a defined goal, can save you from wasting money, time and prevent nasty...
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Turn Coal into Diamonds with the 10/10/80 Principle of Financial Governance
There’s no doubt our actions reflect our values. What we believe in, we devote, time, energy, and money toward that belief. Driving a hybrid vehicle, organizing trash pickup groups, recycling may all reflect our passion for protecting the environment. Going to...
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The Trinity Process #4: Taking ALL the options into consideration
A new project is a very exciting gift – the thrill of a second location, community and employee’s impact, and planning what will the new location look like. It’s easy to be blinded by the initial idea of a new building – but here’s where we should proceed...
read moreThe Trinity Financial Consulting Process: Your Needs Analysis
Good stewardship of resources and implementation of your vision, requires two things be at the center of your planning: How does the proposed project or need fit into "The Big Picture” of your vision. Meet the need, but DO NOT over build or over acquire – the...
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