Our Process
Our Four Step Process
At Trilogy Financial Planning, we focus on understanding your lifestyle, goals, and family dynamics. With this insight, we create a customized plan to meet your long- and short-term goals, and we keep it updated as your life and tax laws change.
1. Initial Discovery Meeting
We’ll listen to your personal and financial goals, review your history, current situation, and outline a strategy considering factors like:
- Time horizon
- Income needs
- Retirement goals
- Charitable giving
- Risk tolerance
- Investment goals
- Tax Bracket
We will require you to bring all necessary documents to ensure a thorough review at meeting or prior.
2. Proposal Presentation
Based on our analysis of using smart technology, we’ll make recommendations, highlighting what’s working well and areas needing attention. We’ll discuss options such as Roth IRAs, 401Ks, Target Focused ETF’s , and more. Implementation happens only with your approval with straightforward fees.
3. Plan Implementation
Taking action is crucial. A plan without action won’t benefit you. Start moving forward with your personalized strategy. We’ll also set clear expectations and update you as we make progress.
4. Review and Preview 
As circumstances change, so should your plan. We’ll regularly review your progress, re-balance portfolios, and adjust strategies to keep you on track.
Future meetings will be set in advance in person or via conference call. We can even provide donuts and coffee.. for your enjoyment.