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!
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.
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
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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