Began her career at Trilogy in 2013
Designs financial plans with clients that are unique & specific to them
Completed Trilogy’s extensive Associate Training program in 2016 & began her practice as a Financial Advisor
Will video conference with clients to make it easier
While past decisions and future dreams are important in understanding clients and how to help them, focusing on the present allows Hallie to design financial plans with clients that are unique and specific to them. With a guided roadmap, clients are able to take steps towards futures that they envision for themselves.
Hallie began her career at Trilogy in 2013 as a Recruiting Team Member where she made it her mission to find, not only qualified but, highly passionate individuals to join the Trilogy Family in making a quality difference in people’s lives and financial futures. From being immersed in the company culture of “improving people’s tomorrows,” experience with volunteering and passion for helping people, she decided to make a career change. In 2016 Hallie completed Trilogy’s extensive Associate Training Program and began her practice as a Financial Advisor. Hallie holds her series 65 with Trilogy Capital and Life & Health California Insurance License #0L93698.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.