The Trident Process
Three Points, One Direction
Retirement planning can involve a lot of information and many important choices along the way. Our three-point process keeps the work organized from the first conversation through implementation and ongoing support, helping you understand how recommendations are developed, where you are in the process, and how the plan translates into action.
01 | Discover
Initial Conversations And Discovery
We begin with an initial conversation about your situation, what you hope to accomplish, and how we may be able to help. If we are a good fit, we move into fact-finding to understand your goals, where you stand today, your risk tolerance, and the priorities that should shape the planning work ahead.
02 | Design
Financial Plan Development And Plan Presentation
Our team reviews all the information we gathered, analyzes the complete picture, then designs a personalized plan, which we present to you in a plan presentation meeting. In this meeting, we explain our recommendations, answer your questions, and outline the specific steps involved, so you understand both the reasoning behind the plan and what steps are necessary for implementation.
03 | Deliver And Manage
Implementation And Ongoing Guidance
Once you understand the recommendations, we agree on the planning relationship that fits your needs: Foundational Planning, Holistic Planning, or Wealth Management. We complete the necessary paperwork, revisit the goals behind the plan, and begin implementation. From there, ongoing support and review reflect the engagement path you choose.
Frequently Asked Questions About The Trident Planning Process
Understandably, most people want to know what to expect before they step into financial planning process. Here are a few of the questions we hear most often about working through the this process with our team.
Your first conversation is an opportunity to talk through your situation, what you hope to accomplish, and the areas where you may need guidance. If it appears we are a good fit, we schedule a fact-finding meeting to take a closer look at your goals and financial picture.
We gather information about your goals, assets and liabilities, current policies and estate plans, your risk tolerance, and the financial priorities relevant to your situation. That gives our team the foundation needed to analyze where you stand and develop recommendations to help you move toward what you want to accomplish.
Yes. During the strategy meeting, we walk you through our recommendations, explain the reasoning behind them, answer your questions, and outline the next steps and associated costs before you decide how you would like to proceed.
How we stay involved depends on the planning relationship you choose. Once implementation begins, we establish the appropriate level of ongoing support and review to help ensure your plan evolves to reflect your goals and circumstances over time.
Yes. For Washington educators and public employees, we can help you understand how your pension and DRS benefits fit into your broader retirement strategy. That may include reviewing benefit estimates, evaluating pension options, and determining how those benefits may contribute to the income you need in retirement.