Phone: (312) 245-1300    

Trinity Financial Advisors

CONNECT

Address:

541 North Fairbanks Ct Suite 1060
Chicago, IL 60611

Phone:

(312) 245-1300 , Outside of Illinois (877) 287-4648

Fax/Other:

(312) 245-9009

Hourly Only Planning

Trinity Financial Advisors, Financial Planning, Chicago, Illinois

Receive the planning you want to take control of your finances. 

Be intentional.

 

Why we offer financial planning on an hourly basis.

Today, nearly everyone understands there are less conflicts of interested with fee-only advising – no commissions and no products are sold.  By offering hourly financial planning we can serve people who are:

·         just starting out saving and/or investing.

·         have a modest amount of assets.

·         have financial assets that cannot be placed in a traditional investment account (real property, a business, etc.).

With an hourly approach we can give all clients high quality service from our team.

The approach for hourly financial planning is to let you take charge of the process and make you more equipped to do things on your own.  This will allow you to choose to do as much or as little of the work needed for financial planning long term.  Our goal is to make you a better “steward” of your financial future, assets, and time, by using our expertise in an hourly approach that best helps you. 

 

If you understand the keys to implementing a good financial plan: avoid debt, spend less than you earn and save for the future, this can be a great option for you.



 

About Us

I started Trinity Financial Advisors, LLC in 2001 as a platform to provide objective financial advice amidst an environment with growing regulatory complexities and market uncertainty. Since that time, my family here at Trinity has grown to include my current team of advisors and support staff.

We greatly value our long-term relationships with our clients. Every client has a dedicated advisor that they can contact at any time with questions regarding their investment portfolio and/or financial plan. Generally, every client meeting is held with both the dedicated client advisor and myself as part of our team approach.

John W. Wimbiscus, CFP®, RLP®

Principal