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Financial Planning & Reviews

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The word ‘budget’ has certainly made its rounds over the past few years among other words that deal with finances.  The dictionary defines a budget as ‘a plan to show how much money a person earns and much they will be able to spend’ or ‘the amount of money you have available to spend’.

A Financial Review takes a look at a client’s financial circumstance or situation.  Similarly to a household budget, we will look at all aspects of a client’s financial condition, assets and expenditures.  The intended result would be a financial plan suitable and customized to each client with an understanding of their unique risk tolerance.

Trillium Financial Services provide customized financial planning.  As a client meets with us, we will go through an assessment and a review of their current financial position and intended financial objectives together.  Once we have a clear picture of our client’s portfolio, we will research products and services that will meet the client’s objectives.  The desired outcome is to have a financial plan that outlines the next steps for the client and serves to guide them toward their financial goals.

Contact us today to start your financial plan at 01 442 9950 or email us at James@Trillium.ie.