HOW THE PALADIN PROGRAM WORKS FOR YOU

One-on-one financial mentoring

Gain financial wisdom and discipline. Accumulate wealth. It's not a new idea. And it's not complicated. It's just that no one teaches it anymore.

There was a time when a local bank manager's job was to guide customers in sound financial planning. These days, that level of service is only available to high-net-worth individuals.

The Paladin Program teaches financial wisdom and discipline through one-on-one mentoring. It's a three-year program designed to put you on track for life.

Paladin starts with a free, no-obligation initial meeting where you are given a "life audit" that gauges your current status and helps determine long-term life and financial goals.

Using the program's specialized budgeting tools, you will record your total household income and spending. Together, we will examine the patterns that emerge as well as your mix of financial tools such as credit cards, bank accounts and assets. This will paint a picture of your true financial standing and reveal what changes need to be made in order to achieve your dreams and goals.

The Paladin Program is no walk in the park: you have to commit to breaking bad financial habits and live within a realistic budget. But you will be amazed how after a short time you can live comfortably without the crutch of credit.

The Paladin Program has been proven to work for Canadians of all ages. Whether you're in debt or wealthy, just beginning your working life or heading for retirement, a highly experienced Trinity Financial Mentor will help you to put your finances in order and start accumulating wealth.