Get Started

Get Started on Your Life Plan Today






We use cookies to ensure our visitors have the best browsing experience on our website.

Trilogy’s Life Planning Tool

20s
30s
40s
50s
60s
70s
80+
20s
30s
40s
50s
60s
70s
80+
I am in my 20s

There are Tremendous Benefits to Starting Early

Your 20s are the best time to get yourself organized, set your goals and begin taking steps to set up the future you’ve been dreaming about. The earlier you start paying down any debt, saving for a house and taking advantage of financial opportunities or planning for retirement, the easier it will be. Whether you’re considering financial planning guidance for yourself, your business, or with a partner, our team is passionate about helping you make the right decisions for your own unique goals.

I am in my 30s

Building the Life of Your Dreams

Being smart about the opportunities and challenges that arise in your 30s can open doors for your future. We know there is a lot happening right now and it’s common to have competing priorities. Our Financial Advisors are here to support you during a major financial decision, help you develop a financial plan, or coach you through executing one of your own. In any capacity, we are within reach via phone, video call or in person to coach you through it.

I am in my 40s

Use These “Transition Years” to Refine Your Life Plan

Your 40s are often a decade of financial reflection and increased planning for common life changes – be it financial support for growing children or aging parents, more investments, new endeavors or business opportunities. You don’t have to navigate these financial decisions alone. Ask our Advisors anything – you can rely on us to be empower you to navigate this stage of life.

I am in my 50s

Maintaining Your Life Plan

We know you’ve put a lot of work into being where you are today. But as the saying goes: “there’s always more to do!” So, what is it that you’re trying to achieve? Do you want more control, more freedom, more security, more support? Your 50s are a time to keep maintaining the hard work you’ve invested into your Life Plan and layer on anything else that will help you pursue your goals. We will be your champion, your coach or your validating voice so you can continue on the path to a life you’ve always dreamed of.

I am in my 60s

Feel Rewarded for the Good Financial Planning Work You’ve Done

Whether you are where you hoped you’d be, or you still have some work to do to, financial freedom is still a real possibility. Your 60s is a time when you can enjoy the life you’ve built for yourself. Now is the time to rely on our Financial Advisors to focus on your future so you can be informed and confident in your Life Plan – no matter your unique situation, needs and goals.

I am in my 70s

Live the Life You Planned

Whether you want to continue working, take time to travel, volunteer or just enjoy family, we are committed to helping you do it all in your 70s. We want you to be comfortable. We want to empower you to build the legacy you’ve always wanted and enjoy the life you’ve prepared for. Don’t be afraid to ask us the scary questions – we’ll give you sound advice and be your advocate for the long term.

I am in my 80s or beyond

Feel Secure in the Life and Legacy You Have Created

Spend time with your family, be financially free and feel secure in your plan for the future. Your 80s can be an new and exciting time, but you don’t have to navigate these plans alone. When you need someone you can trust and someone you can count on to help you make the right decisions, our Financial Advisors will help you prioritize and fulfill your Life Plan. Together, we can help you leave the legacy you always dreamed of, and see to it that your family is taken care of.

How to Use the Life Planning Tool

Whatever path you choose, we will make sure you’re on the path to financial freedom.

We created this interactive tool to help you identify common approaches to financial, budget, retirement and investment planning in your current life stage.

Select your decade or the decade you’re interested in to review suggested areas of opportunity and common considerations. Please don’t hesitate to reach out with questions.

Call Us To Get Started. (844) 356-4934