Initial Consultation Call
Welcome! Thank you for your interest in Trilogy Financial! We invite you to schedule a call or visit our office to learn more about our firm to determine if we are the right fit to help with your financial planning and wealth management needs. No charge, no obligation and no pressure. Ever.
Initial Financial Planning Meeting
1 hour 30 minutes
Congratulations on taking an important step toward achieving your financial goals and thank you for choosing us to help! In this discovery meeting, we will help define and quantify your goals and objectives, as well as take a deep dive into your current financial situation to start creating your road map for future success.
Quick Question Call
Have a question you'd rather discuss than email? Avoid the phone tag and schedule a time for a quick call.
Financial Plan Update
1 hour 30 minutes
Had a change with regard to your current situation (employment, family, health, etc)? Sold a business? Picked your retirement date? It's time to update your financial plan. Though we have a lot of data in our dynamic planning database, we may need some extra time to make sure our priorities, objectives, and facts are up-to-date.
Quarterly Progress Call
As part of our consulting we want to make sure to stay on top of changes that are happening more regularly in your life (job/income changes, growing families, home purchases, etc). Schedule your Quarterly progress call today so we can update your plan accordingly and discuss next best steps.
Beyond our regularly scheduled calls, we need an annual check up. In this meeting, we will discuss any changes that are pertinent to your situation, review your financial priorities and objectives, and determine whether we are still on track or if your plan needs adjusting.
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