Empowering Financial Independence for Triathletes
Through plain English strategies and proactive communication, we make it our mission to guide you toward financial decisions that will serve your family both now and in the years to come.
Tri-FI is a three-part webinar series designed to help triathletes take control of their finances and chart a path toward financial independence. Because this course is led by a triathlete (*who happens to be a Certified Financial Planner), the course material covers financial topics that are specific to the financial concerns of endurance athletes like budgeting for training and event expenses, long-term planning, and more!
During this three-month webinar series, you will learn strategies to:
...and much more!
Are You A Triathlete Interested in Becoming Financially Independent?Then this course is for you!
Through this 3 part program, we will walk you through our 11-step "Financial Independence by Design" program. We will help you do the best you can with what you have and understand what you can do to make it better.
When: January 2022 - March 2022
Where: Virtually - 1 hour each month
Meet Justin Waller, CFP®
I am based in Chico, Ca and serve triathletes across the country. I completed my first sprint distance triathlon in 2004. I have completed six iron distance races and have recently started getting back into serious training. I prefer Long-Course events, but have been known to race an olympic course here and there.
As a financial planner, I also prefer the long-term planning side of things. If you ask me what the stock market is going to do tomorrow, I will likely not be much help. If you ask me how you are going to live a well-balanced life, enjoying today and setting yourself up for a successful and empowered financial independence, I get excited.
I have designed Waller Financial Coaching to empower a balanced approach to Financial Independence for triathletes and their families. I am happy to help you take out the guesswork and the guilt so you can live your best life.
JACKIE BERNDTCLIENT SERVICES
Jackie is our Client Service Coordinator and has been working with us since 2005. She has a B.S. degree in Business from CSU Sacramento and has been working in the financial services industry for over 20 years.
Jackie lives in Folsom with her husband and two sons.
Ready to get started?
Send Us a Message!
We’ll respond to email messages within two business days, and often sooner. Please call with urgent concerns so we can serve you more quickly or if you don’t receive an email back.
(*By appointment Only)
10 Declaration Dr., Suite D
Chico, CA 95973
(*By appointment Only)
1024 Iron Point Rd., Ste 100 #1292
Folsom, CA 95630
Whether you’re facing a life change now or simply want to explore your financial options, let’s talk.
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