Practice Area

Financial Planning

Make every dollar count — financial planning with a CPA who sees the big picture.

Good planning turns income into strategy

Financial planning isn’t just about saving for retirement — it’s about making thoughtful decisions with your money at every stage. Whether you’re managing personal finances, running a business, or planning for a major milestone, a clear financial plan helps you stay on track. Trigili, CPA, offers planning services designed to align your income, goals, and long-term vision. With her help, clients make smarter use of their resources, reduce stress, and build confidence in the choices they make.

Building a financial foundation

Every strong plan starts with a clear understanding of where you stand today. Trigili begins by reviewing income, debt, savings, expenses, and future obligations. This assessment helps identify gaps, risks, and opportunities that might otherwise go unnoticed. With that baseline, she helps set achievable financial goals and the steps needed to reach them. Whether you're planning month-to-month or years ahead, this clarity is key to making sustainable progress.

Planning for life events and transitions

Major life events — like marriage, divorce, buying a home, starting a business, or having children — have significant financial implications. Trigili helps clients prepare for these transitions in advance, reducing the risk of unexpected costs or overlooked decisions. She guides clients through budgeting for changes, updating tax and legal documents, and adjusting savings or investment strategies to match new circumstances. Planning early allows you to approach these moments with stability, not stress.

Cash flow and savings strategies

Trigili works with individuals and families to create realistic budgets and savings plans that reflect their lifestyle and goals. This includes analyzing cash flow, identifying unnecessary spending, and creating systems to track progress. Whether the goal is to pay down debt, build an emergency fund, or start investing, Trigili helps ensure every dollar has a purpose. Her process is built around your priorities — not rigid formulas or one-size-fits-all advice.

Planning with taxes in mind

As a CPA, Trigili brings a tax-aware lens to every aspect of financial planning. She identifies opportunities to reduce tax liability through retirement contributions, timing of income and expenses, charitable giving, and entity structure (for business owners). By integrating tax strategy with broader financial planning, clients can keep more of what they earn and avoid surprises during filing season. Tax-smart planning adds up over time — and creates long-term value.

A relationship that evolves with your needs

Financial planning isn’t a one-time conversation — it’s an ongoing relationship. Trigili offers regular check-ins, annual planning sessions, and availability for unexpected questions or events. Her goal is to provide consistent guidance as your needs change and your finances grow. Clients often say the greatest benefit isn’t just the plan — it’s knowing they have someone they trust to help them navigate whatever comes next.

Clarity Starts with a Conversation

Whether you're behind on taxes, launching a business, or just need better financial guidance — you don’t have to figure it out alone. Trigili CPAs & Consulting is here to help.

How we can help you!

Why choose Trigili, CPA?

You have options when it comes to accounting help — but here’s what makes Trigili different, and why clients keep coming back.

I haven’t filed my taxes in a few years… is that going to be a problem?

Not at all. Trigili helps clients catch up without judgment. We'll walk you through what’s needed and get you back on track.

I’m starting a new business — do I need to form an LLC first, or wait?

Trigili can help you choose the best structure for your business before you make costly mistakes.

My books are kind of a mess. Is it too late to fix things before tax season?

It’s never too late. Whether it’s cleanup, catch-up, or ongoing support, We can help you get organized.

Do I really need a CPA, or can I just use tax software?

Software can’t ask follow-up questions — or catch things that could save you money. We bring clarity and strategy.

I’m self-employed — how do I know what I can write off?

Trigili specializes in helping freelancers and business owners keep more of what they earn, legally and confidently.

Will I be talking to Trigili directly, or just someone in the office?

You’ll work directly with Trigili. No bouncing around, no explaining your situation twice.

Can they help me plan ahead, not just react every year?

Yes — Trigili builds relationships, not just returns. Tax planning is a key part of what she offers.

Still have questions? let’s talk.

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