TriDelta Financial is a comprehensive financial planning firm focused on you. Our goal is to help you meet your lifestyle goals and aspirations
Our role is to provide you with financial advice on a broad range of issues including investments, insurance, cash/debt management, estate and retirement planning.
We believe that to be happy you must have dreams. Success however generally requires a plan. It is with this in mind that we partner with you to develop, implement and monitor the plan to ensure your dreams become a reality.
Please take the time to complete the attached questionnaire and attachments. The information gathered will remain confidential and is a vital first step in laying the framework for your personal financial plan. The attached questionnaire should be accompanied by copies of the following statements where applicable:
1. Investment statements
2. Mortgage & Loan / Line of credit statements
3. Summary page of insurance policies
4. Notice of Assessment (NOA) - provided after your last tax filing