Shopping, cooking, parties, end of year work deadlines, who has the time to deal with personal finances?! According to Jennifer Mayes even during this busy time of year it’s important to set aside time to perform a year-end Financial Status Check. Mayes advises, “Look back on the year and think about some of the financial decisions you made. Which decisions were good and which ones might you handle differently in the future?”
Setting goals, making a plan, and creating a few milestones so you can track your progress is all part of making your financial life a priority. Mayes has been showing families and business owners how to make effective decisions that move them towards their financial goals since 2007 when she joined Trilogy Financial Services.
Trilogy Financial Services takes a collaborative approach to financial planning. With on-site tax and estate professionals Trilogy can start you on the path to financial success or work with your existing trusted advisors in order to “create well-rounded cohesive strategies.”
A Louisville, Kentucky native, Mayes attended Vanderbilt University. She moved to Colorado in search of “sunshine, mountain air, and breathtaking views.” Mayes serves as a Board Member of the Rocky Mountain Multiple Sclerosis Center and is a new member of the Greater Glendale Chamber. Mayes lives and works near Glendale and says that Glendale stands out because of it’s centralized location and neighborhood feel. “I love the diversity and being part of a thriving community.”
If you’re ready to address your financial potential with someone who is committed to your personal goals make time this busy season to meet with Jennifer Mayes and start the new year with a proactive financial success plan!
Contact Scoop: Jennifer Mayes, 303- 300-3323 x5217 or Jennifer.firstname.lastname@example.org
some source material courtesy of The Glendale Cherry Creek Chronicle