Our Process
During our Process we will establish a Financial Picture, which allows us to understand your cash-flow, tax profile, debt obligations and your current life stage. We then identify the Purpose and Priority of each account. All of the information is utilized for Strategy Development, Strategy Explanation and Education. We then provide strategy Guidance and have a Dialogue with clients, where we review, evaluate and determine actions to be taken. Finally, we provide ongoing Monitoring of the Strategy/Strategies and make adjustments as needed.
Please click the link below to see Triskele's step-by-step Process.