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Live With Intention

Empowering present and future "millionaires next door" to live with intention through the practice of financial life planning
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  1. Holistic/Comprehensive Financial Planning
  2. Investment Management
  3. Marrying Life & Financial Goals

Are You Struggling to Find Financial Direction in a Sea of Misinformation?

Intentional Planning System

The Intentional Planning System is an evidence-based approach to financial life planning created by Triad Financial Advisors that is designed to put you, and what’s most important to you, at its center.

Financial Life Planning

Information planning

Information planning is the deliberate habit of maintaining and managing the vast amount of information involved in financial life planning—like the recorded maintenance of transfers, trades, contributions, distributions, beneficiary designations, and dates, each of which play a vital role in the many aspects of planning that require precision.

Life Planning

Financial life planning puts you at its center, where our Intentional Discovery process helps you discern and articulate what’s most important to you in life so that we can offer the best direction in your finances.

Financial Planning

Financial planning is a comprehensive practice that includes at least six areas of analysis—cash flow, investment, insurance, estate, tax, and retirement planning—and often others, depending on your unique situation, each of which has a necessary impact on the other.

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Investment Management

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Create A One-Year Plan

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It is a long established fact that a reader will be distracted by the readable cont ent of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making.

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