FINANCIAL STRATEGIST, TAX PLANNING & PREPARATION

YOU DESERVE TO HAVE YOUR MONEY WORK AS HARD AS YOU DO!  LET THE 23 YEAR FINANCIAL PERFORMANCE EXPERT HELP YOU DO JUST THAT!

Join My Summer Book Club! 5 Habits That Could Be Harming Your Financial Future

Build Your Credit MasterClass Happening Now!

Want to increase your credit score or establish/re-establish great credit from the ground up?

Have financial goals and dreams that you know requires you to get your credit score and financial house in peak order?

Just on a journey to be more in control of your financial situation and become the expert in your own life?

In this two part live masterclass you’ll learn exactly how to understand what’s made up your credit score thus far and what immediate actions you can take to make the biggest impact. 100% access to the finance expert to get personalized support with your individual situation.

Find Out More About It Here!

SCHEDULE YOUR STRATEGIC WEALTH ROADMAP CONSULTATION

Your Proven Path to Financial Success

YOUR FINANCIAL SOLUTION PERFECTLY TAILORED TO YOU

MAKE INFORMED CHOICES BASED ON FACT

I am here to educate. Sign up to get a free chapter of my new book Change Your Money Mindset

IMPROVING AND PROTECTING YOUR FINANCIAL SECURITY

LEARN how to have the difficult conversations. SAVE for the future. GROW your business. SECURE your life.

Testimonials

Trish’s direct approach cuts through all the noise and leaves her audience with exactly what they need to know in the way they need to hear it. It’s insightful and actionable.

Ashly McHattonPlaying with Fire Podcast

Trish Funk is one of those rare finance professionals who can break down the complexities of personal accounting and finance in such a way that provides clarity and more importantly, trust.

Leah Goold-Haws

Yeah, I love you Trish! I am a healthier person, financially, physically, and organizationally because of you! You are real and honest and don’t judge my shortcomings. All the financial things I wish I had been taught growing up, you have taught me. Thank you!

Kathy Foster

 

I loved your talks. I got so much information from them. I didn’t have a savings plan it was out of control. I also really did a deep dive into my grocery spending. I now have a plan and one week in it’s working.

Vickie Wilkinson

FREQUENTLY ASKED QUESTIONS

What do I need to start financial coaching?

The most important thing you need is a deep desire to create a different financial future than you have been living? Every. Single. Step. will be laid out for you; from what data we need you to collect to exercises and worksheets that allow us to really nail down what your dreams, goals, and priorities really are.

Can I just get my taxes prepared and filed?

It is often absolutely possible to just work with Finances With Funk for tax preparation and planning. Often tax clients are incredibly happy with the additional planning resources they receive just by the nature of our expertise. Credit is always given for work already done when a client upgrades to a larger advisory package.

Can we hire Trish to speak at our event?

Possibly. Reach out to us at through the contact page to tell us what you are looking for and we’re happy to follow up with what is possible.

How exactly do my sessions work?

Most private appointments with Trisha Funk are held virtually over a private dedicated video call with online documents and collaboration. For those technologically shy, phone sessions work best with all information needed either scanned and e-mailed, or copies mailed in advance. For clients in the Northern California area in person appointments are an option.

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