“I started with Trilogy when my girls were very little. They are now in their 30’s. A neighbor referred me. At first, I wasn’t comfortable with the guy we were assigned. It seemed awkward, then we got Kathleen, who was a perfect fit for us. She is young, educated, worldly and personable. Kathleen has always been there to help us pursue our goals of college funds for the girls, emergency accounts for each of our four houses at the time along with having an account for taxes and insurance for each house. Over the years we referred many coworkers as well as friends and family. Many are still with her. When it came time to retire, she went with me to the district as well as to STRS. She took into consideration my goals and interests and ensured we had enough money put aside for everything, especially the houses I am building in Mexico. Kathleen has always made herself available to me even when preparing for retirement and we were talking daily. She has always been very patient with me also.”
“I believe we were referred by a coworker. At that time, I was a new public school teacher in California and my husband was in the paper business. We had no life insurance. We had no financial retirement plan. We had no children. In the next 25+ years we had three children, I went through a cancer battle, my husband was laid off from his job, and numerous other obstacles were thrown in our path. If it were not for Trilogy, and most specifically Kathleen Muniz, we would not have financially survived any of these dilemmas. Kathleen drove to our home, met us at a Starbucks, met with us by Zoom, or whatever else it took to help us get us financially ready for life. I think the best part of Kathleen is that I could share whatever current budget I was working with, and she would never judge and always help. She not only set us up with life insurance but mutual funds for our children (and now grandchildren), but she kept track of my husband's 401K and set up my 403B. When I was offered an early retirement incentive recently Kathleen helped us navigate the twists and turns of that. At this point I'm retired, and my husband is about to join me.”
“I have been working with Kathleen Muniz since 1998. The relationship started out with providing support and advice to my husband's company. Once he saw how helpful she was with the company, we decided that we would reach out for help with our financial planning. We have been fortunate to have a great working relationship with Kathleen, providing excellent financial advice. Without her support I believe we would not be in a position to retire with confidence. This support has continued with our children.”
“We are so happy and thankful that we found Kathleen to handle our financial needs. She has kept our money invested which has allowed us to live comfortably. She is always available to answer any questions. We feel assured that our savings are in a defended place.”
“I have been associated with Trilogy since its inception. My Wealth Advisor, Kathleen Muniz has serviced my accounts the entire time. I am so pleased with her work and the support of your organization the entire time I have been a client of yours. Kathleen has seen me through the ups and downs of the financial markets with her level headed advice and I feel so comfortable with the overall handling of my finances. She and the rest of the staff at Trilogy make my life much easier to handle. I fully expect to remain associated with Kathleen and Trilogy for the foreseeable future.”
“Trilogy was managing the Goodwill plan, and Ben started to work with her personally as a participant of that plan. When I started in this program, I had very little financial information or knowledge. Kathleen has been able to distill the information in a manner that made me want to learn more, which is important as this is my life and my future. Over time, she kept up with me. She made it a point to check-in during the pandemic. And she didn’t just check in from a financial perspective but on a human perspective as well. My greatest financial accomplishment has been to be able to retire in twelve months. I’ve been very comfortable with how Kathleen has guided me through this process. When I started, I knew nothing from nothing. She walked me through the process – when to be more aggressive, when to be more passive, when to hold still until the dust settles. I’ve been working since I was 5 years old. I come from a rather impoverished family. I want to retire and do nothing. I will say that I was very worried about losing Kathleen once I retire. She let me know that would not be the case. This was a relief because we have created a partnership.”
"Over the years of working with Kathleen, we have communicated and discussed regularly the needs, requirements, and planning to optimize my financial health and portfolio. These talks have embraced all the seasons of life and changes that occur in the journey. Working together we have adjusted, remained focused, and calm to weather every challenge.
I consider Kathleen an extremely knowledgeable, competent, caring, and thoughtful professional and friend. She relies on her resources and responds timely to all requests. We have built a trusting relationship and partnership."
