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Money touches all of these goals -
and a myriad of others. But not everyone will share the same priorities. When you work with Trifecta Capital Advisors, we will ask a lot of questions and listen for what motivates you. We’ll help determine how best to meet your individual and family needs, working with you and your spouse or partner to ensure that everyone is heard. We want to have the full picture. It is not uncommon to have different viewpoints, goals, and risk tolerances within a family.
We want to do what’s right for you.
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Trifecta clients tell us that our EQ is just as important as our IQ
While an intelligence quotient (IQ) is a score that can easily be derived from a set of standardized tests designed to assess human intelligence, it’s that emotional intelligence (EQ) that is hard to measure, but easy to sense when you’re working with a high EQ team. We draw on our experience to balance the financial factors of a client’s situation with the subjective ones – those that can cause individuals to lose sleep at night.
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LISTEN & PLAN
We start with an initial conversation to understand what matters most to you. Knowing the details of who you are, what you are working towards, and what you are working with enables us to create a written financial plan to guide our future conversations. COORDINATE & EXECUTE We will help, to the extent we can, implement agreed upon recommendations. We will customize our investment approach to meet the unique nuances of your plan. Having a customized investment plan built on the foundation of a personalized financial plan has helped our clients be confident in their futures and reduce stress in times of turbulence. REVIEW & ADJUST We’ll meet regularly to review your plan and portfolio, recognize changes in your life, and measure progress toward your goals. Adjustments will be made as needed to reflect the current state of your affairs. |
TRIFECTA CAPITAL ADVISORS
400 Skokie Boulevard, Ste. 455
Northbrook, IL 60062 847-495-2464 |
Connect with us:
Info@TrifectaCapitalAdvisors.com |