About Us
Guiding clients towards financial independence by helping them make incrementally better financial decisions over time. We teach people how to align their money with their most important goals. We are their financial coach or decision coach.
How We Got Started
Trilogy was founded on the belief that high quality financial planning should be available to anyone, not just the wealthy.
The products and services we offer
Recommendations Received (13)
"Steve is so knowledgeable and really listens to his clients. He truly cares. Steve helps people..."
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"Steve is so knowledgeable and really listens to his clients. He truly cares. Steve helps people make great choices with their money and form a clear and strategized plan for their financial future. Highly recommend Steve for all your financial planning. "
"Steve Hartel is smart, conscientous, and knowledgeable. "
Products & Services
We work with our clients to help them align their money with their most important goals. We help them make incrementally better financial decisions...
Financial services like cash flow, budgeting, saving, investing, asset protection, tax strategies, estate planning strategies, retirement planning,...
Recommendations Given (8)
"Joel is a great and very thoughtful attorney. He is friendly and funny, which you don't get in..."
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"Joel is a great and very thoughtful attorney. He is friendly and funny, which you don't get in lawyers very often! He has unmatched experience in liquor license work."
"Theresa is the most creative person I have ever met. She did the flowers for my niece's wedding..."
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"Theresa is the most creative person I have ever met. She did the flowers for my niece's wedding and everyone was absolutely amazed! I also regularly use Theresa for arrangements for special occasions and the recipients always give her rave reviews. She doesn't just do flowers, she does an experience!"
Recent Activity
I hate networking events where people try to sell me on the spot. To me. the purpose of a networking event should be to get to know enough about a person to decide whether continued communication is warranted. I think of a networking event just like a speed-dating event. You aren't supposed to...
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I hate networking events where people try to sell me on the spot. To me. the purpose of a networking event should be to get to know enough about a person to decide whether continued communication is warranted. I think of a networking event just like a speed-dating event. You aren't supposed to leave with marriage proposals or even concrete second dates. You are supposed to leave with the contact info for the ones that might warrant a second date. The confirmation of, and arrangements for, any second date should happen after the networking event rather than during it.
