Trilogy Financial, a privately-held financial planning firm with more than $2 billion in client assets, utilizes a combination of our latest technology and broad perspective to help you advance your tomorrows.

What’s Your Story?

February 05, 2016

When was the last time you told your life story? What did you focus on? Your successes? Your failures? The good times or the bad?

Regardless of the frame of your life story – good or bad – what role did your finances play? If you’re like most people, telling the story of your financial life is about as pleasant as eating a bad oyster. If you knew ahead of time it would be that bad, you never would’ve eaten it in the first place. The problem is if you never sit down and tell your financial story, you never get to the best part where we break out the fine champagne, toast to your achievements, and live out your retirement the way that you have always dreamed.

This is where Trilogy begins. We ask you, right up front to tell us your story: the good, the bad, the successes, and the failures. We assure you that there is nothing in your story that we haven’t heard. We approach our clients with respect, for the life that they’ve lived, the hardships they’ve faced, the good deeds they have done, and the good fortune which, at certain times, shines upon us all. Our team acts from a space that is unheard of in the financial world. If you can even believe this, Trilogy acts on our clients behalf from a place of empathy. Can you believe it? It’s true.

We work for our clients because we care about your story, both the one you’ve experienced and the one you are still creating for yourself, your family, and your future. From there, regardless of where you’ve been and where you want to go, Trilogy puts your story and your dreams first.

If you’ve never told your financial life story, I challenge you to do so, and do so with Trilogy. You will not be berated or swindled. You will not be given a line of financial jargon. Rather, you will be heard. You will be respected, and you will find yourself realizing that your story is more interesting, engaging, and full of possibility than you ever imagined. 

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Written by: Dana Edwards

Dana Edwards grew up in Detroit but has spent most of her adult life in the American West, calling home the San Francisco Bay Area, Las Vegas, and now Denver Colorado where she lives with her husband in the small Front Range mountain town of Nederland. Her professional roots have largely been based in music. She completed a Bachelor of Arts in Music Composition from Mills College in Oakland, CA and during her 20’s, she managed a private piano studio of 30+ students. In 2012, she returned to Mills College to acquire her MBA where she specialized in marketing, but fell in love with economics and finance. She is the financial planner in her family and truly believes that our financial goals can come true with some honest perspective and planning. She is thrilled to be part of the Trilogy Wealth Advisor Group and to be an integral part of Diane Zing’s team in the Denver office.   

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All information herein has been prepared solely for informational purposes and is not an offer to buy, sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Advisory services provided by TrilogyCapital, Inc, a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm, on which company's behalf services are being provided. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to affect transactions in securities or the rendering of personalized investment advice for compensation will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements or an applicable exemption or exclusion. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice.NPC Privacy Policy.