Triza Bliss - Financial Coach

Triza Bliss - Financial Coach I am a Certified Financial Coach & Wealth Planner

Most people think writing a Will is for the rich.Truth is — it’s for the “responsible”A Will decides who gets what.A Tru...
11/04/2025

Most people think writing a Will is for the rich.

Truth is — it’s for the “responsible”

A Will decides who gets what.
A Trust decides how and when they get it.

If you love your family, don’t leave them with court battles and confusion — leave them with clarity and care.

💬 Schedule your Family Protection Review and let’s make sure your legacy is protected the rightway.

💔 When love isn’t backed by a PLAN…We’ve all seen it — a grieving family posting a GoFundMe link.Not because they didn’t...
10/28/2025

💔 When love isn’t backed by a PLAN…

We’ve all seen it — a grieving family posting a GoFundMe link.

Not because they didn’t love enough, but because there was no financial protection in place.

💭 Ask yourself:
1️⃣ Would my family have funds right away if something happened to me?

2️⃣ Could they keep the same home and lifestyle?

3️⃣ Do they even know where my financial plans are?

👉 If your answers weren’t “YES,”
ITS TIME TO ACT !!👈

💬 Book Your Complimentary Family Protection Review with me TODAY - because love is priceless, but protection is planned.

LinkedIn : www.linkedin.com/in/triza-bliss/

Wealth Planner | Financial Coach | Helping Families, Businesses & Individuals Build, Protect & Grow Their Financial Future - PathKonnect Inc · I’m passionate about helping people achieve financial empowerment through clarity, strategy, and confidence. With over 15 years of experience in W...

09/26/2025

🌸 Ladies !! the anchors of family security🌸

As women, we naturally look for safety in every relationship and every life situation. But let me ask you… 💭
👉 Is your financial safety net really in place?

If your family and your hard-earned assets aren’t protected with life insurance (with living benefits), you may be missing the very net that keeps everything secure.

✨ Want to know how to create that protection for yourself and your loved ones?
Let’s talk — I’ll show you how simple it can be. 💕

✨ September ✨ 💐Insurance Awareness Month 💐Most people think insurance is only about life coverage — but today’s policies...
09/26/2025

✨ September ✨
💐Insurance Awareness Month 💐

Most people think insurance is only about life coverage — but today’s policies offer Living Benefits that protect you while you’re ALIVE. 💡

👉 Critical, chronic, or terminal illness can bring huge expenses. Living Benefits let you access funds when you need them most — so you can focus on health, not bills.

💭 For immigrants, this is absolutely essential:
*No extended family network to fall back on here
*High medical costs in the U.S.
*Financial stability and peace of mind during uncertain times

Insurance is no longer just a death benefit. It’s a life benefit — a safety net you can count on when life takes unexpected turns. 🌱

✨ Financial Wellness = Mental Wellness ✨Did you know that financial stress is one of the biggest contributors to anxiety...
02/05/2025

✨ Financial Wellness = Mental Wellness ✨

Did you know that financial stress is one of the biggest contributors to anxiety and mental fatigue?

Understanding simple financial concepts can help you gain confidence, reduce stress, and build a secure future.

Connect with Me to Learn Simple Financial Concepts.

www.linkedin.com/in/triza-bliss/

02/03/2025
🙏 Thank You for Making “Navigating New Beginnings” a Success! 🙌A heartfelt thank you to everyone who joined us for this ...
02/03/2025

🙏 Thank You for Making “Navigating New Beginnings” a Success! 🙌

A heartfelt thank you to everyone who joined us for this insightful session. Your participation made this event truly special. We hope you gained valuable knowledge to secure your future and protect what matters most.

Let’s continue taking steps toward financial security and peace of mind. Stay connected for more empowering sessions ahead!

Here are some glimpse of our event :

https://www.instagram.com/reel/DFnl5CXPL9T/?igsh=NjFwNmkwNXJxb3px

🌟 Reflecting on our Incredible Event 🌟What a phenomenal day it was! Our event, designed to empower individuals with the ...
01/21/2025

🌟 Reflecting on our Incredible Event 🌟

What a phenomenal day it was! Our event, designed to empower individuals with the knowledge of U.S. laws and safeguard their financial futures, was an overwhelming success. A heartfelt thank you to everyone who attended and made this day truly special!

💡 Event Highlights:
✔️ Interactive sessions that sparked meaningful conversations.
✔️ Heartfelt real-life testimonies that inspired everyone.
✔️ Engaging Q&A sessions packed with valuable insights.
✔️ Networking opportunities that brought together like-minded individuals.

💐💐A huge shoutout to our wonderful attendees, speakers, and team for making this event such a memorable experience.💐💐

Let’s keep this momentum going—together, we can safeguard our futures!


This is a wake-up call for All the Parents out there!!YOU are the first & most influential teachers your children will h...
12/03/2024

This is a wake-up call for All the Parents out there!!

YOU are the first & most influential teachers your children will have and your decisions Today shapes the adults they will become tomorrow. You play a pivotal role in ensuring Your children are better prepared to manage the costs of higher education.

You can help reduce student loan burdens by starting early....

*Most importantly for parents “Become the change that You are trying to bring about” as You are the ones to lay the foundation for your family's financial well-being.

*Learning & Teaching financial literacy, leaning basic financial concepts can help understand Budgeting, Saving, and the implications of borrowing money.

*Understanding your options for College savings plans like Those powered by Index strategies, 529 accounts, UTMA/UGMA Accounts etc

*Work with an Expert !! Financial coach/planner can be a valuable ally in achieving financial stability and growth, providing both the tools and knowledge needed to make sound financial decisions.
It's like having a personal trainer, but for your finances!

Connect with me Today for your “complimentary” session on Finance Basics.

LinkedIn : www.linkedin.com/in/triza-bliss-wealth-planner

FB: https://www.facebook.com/share/15VHUpVUvE/?mibextid=LQQJ4d

Triza Bliss
Certified Financial Coach
& Licensed Wealth Planner
Ph: 347-543-9610

Unlock Your Financial Future with "Complimentary" Expert Financial Analysis Today!Are you looking to secure your financi...
12/02/2024

Unlock Your Financial Future with "Complimentary" Expert Financial Analysis Today!

Are you looking to secure your financial future but unsure where to start?

I can help!

With my comprehensive financial needs analysis you'll gain:
- Clear understanding of your current financial situation.
- Customized strategies to achieve your financial goals
- Insights into risk management, investment opportunities, and retirement planning

Don't wait to take control of your financial journey.
Let's work together to create a roadmap for success.

Connect with me today for your expert financial needs analysis!

Secure Your Financial Future!

Our comprehensive services include:

Estate Planning: Wills, Trusts, Power of Attorney & more!
Protecting Assets: Life Insurance & more!
Healthcare: Health, Disability & Long-term Care Insurance
Retirement Planning: IRAs, 401(k), Annuities & personalized planning
Education Expenses: Education savings & student debt solutions
Debt Management: Consolidation, refinancing & repayment plans
Savings Solutions: Automatic savings, high-yield accounts & budgeting tools

Connect with me !!

Let's plan your future together.

LinkedIn : www.linkedin.com/in/triza-bliss-wealth-planner

FB: https://www.facebook.com/share/15VHUpVUvE/?mibextid=LQQJ4d

IG:https://www.instagram.com/trizablissfinancialcoach/profilecard/?igsh=MW50aGptMmcyZnpjOQ==

05/24/2024

Making a WILL and establishing a TRUST are crucial steps for safeguarding your family’s assets.
Not only can this help you in Asset Protection, it can also help you with Tax Planning, maintain Equality Among Beneficiaries, last but not the least in Generational Preparedness.

Getting this done should be everyone’s top priority cuz after all who are we working this hard for ?

Connect with me TODAY for more information !!

Address

Charlotte, NC

Telephone

+19802885126

Website

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