Empowering Financial Independence for Triathletes

[Perhaps we add a sentence or two in this section to connect financial planning and the world of triathlon training] The thought of creating and implementing a financial plan on your own can be overwhelming. When you partner with us, we strive to make this process as simple as possible.

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.

What is Tri-FI

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:

Access Your Capital in the Future
Improve Your Investing Education
Optimize Taxes, Pension, & SS
Manage External Risks
Understand Your Risk Capacity
Create a Cash Flow Analysis

...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

Cost: $2,000

* indicates required

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 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?

    We're looking forward to you joining the next cohort of Tri-FI members. To get started, please fill-out the form below.

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