Today we’d like to introduce you to Windus.
Hi Windus, thanks for joining us today. We’d love for you to start by introducing yourself.
I think this is best from my bio on the Trilogy website. Basically I started at Trilogy financial services right out of college at 22. It was a difficult start as this is a challenging industry to start in especially back then. My success was slow but steady. I was married in December of 2004. Shortly after my husband had Kidney cancer and to say that we’ve been through a lot is probably an understatement. The trust is the journey I’ve had personally has made me 1000xs a better financial planner. I understand, more than anything, our clients come to us to help give them peace of mind. There are so many decisions we’re faced with each day and year with our lives and our money and our planning can help guide you to the decisions that are right for your family. I can go further if you’d like but all financial planners manage money, not many do the planning that we do.
We all face challenges, but looking back would you describe it as a relatively smooth road?
Mother in law passing from cancer, husband having cancer within a year of her passing. Not being able to birth our own children. Multiple repair surgeries for my husband for damage from his cancer. Becoming foster parents and then adopting our two children. Our son being diagnosed with a very rare genetic mutation that he was on the cutting edge of discovering.
Work has been mostly steady through that time. I’ve grown my career to be the top producer for more than 5 years at Trilogy Financial now.
Great, so let’s talk business. Can you tell our readers more about what you do and what you think sets you apart from others?
We are an independent RIA firm. We were founded in 1999 by Jeff Motske & Kevin Mackintosh. Kevin has been a huge part of my career development in my earlier years and up until he passed away from a tragic bicycle accident in December of 2020. His loss has been very difficult to overcome. He was the heart of Trilogy at 6’7″. Jeff Motske is an incredible leader. He always has been and had really stepped up to cover both what he always did for Trilogy but also to help step in where Kevin can’t be any longer.
Our firm focuses on fee based financial planning. We love helping clients understand all the pathways they have to success. One great way of explaining it is if you are contemplating a remodel, and you have to fine tune a budget. We can help you understand if building the dream home would extend your retirement date and if so by how much. If that’s not what you want, then how much remodel could you afford without extending that. These are tough questions for clients to answer and we like being there for them.
Pricing:
- Tiered Pricing where we reduce our fee for the more we manage for a client
- We waive the financial planning fee when we’re managing assets for a client
Contact Info:
Image Credits
Antoine Didienne of 147 Photos does our family photos annually
