Calendar

Our calendar system syncs across our team so we can coordinate meeting times and ensure availability. Whether you need guidance on financial learning, budgeting, retirement planning, paying off debt, or any other money issue, our calendar page makes it easy to find and reserve time with a financial pro who can offer personalized advice and insight.

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FAQS

Do I need any prior finance knowledge to benefit from your services?

We design our personal finance curriculum specifically for beginner to intermediate learners. No matter your starting financial literacy level, our goal is to provide the foundational knowledge to become adept at managing your money.

What if I can't afford your services?

We work with you and your circumstances to develop a plan that best serves your needs. We can work with you in stages to move you toward a more secure financial life.

What sort of topics do cover?

We are the hub for all of your financial literacy wellness needs. We work with you from budgets to investment options to banking and more. If you are interested in a particular area such as real estate or credit debt recovery, we will refer you to one of our skilled partners.

John Madeupname

★ ★ ★ ★ ★

I was completely lost when it came to understanding personal finance until I discovered Trinity Connection. As a newly divorced dad of two kids, I suddenly had a lot more to manage on my own from housing to healthcare to planning for all of our future.