How We Work

How We Begin to Work with You

We begin:

1. First, with a no-obligation consultation to understand your business
2. Next, we identify key opportunities and challenges
3. Then, we make recommendations how Trillium can help
4. Finally, we move forward to achieving your objectives

Solutions

Solutions are tailored to your specific needs.

• Education with our “Numbers Coach” leadership
• Strong strategic planning processes
• Meaningful actionable metrics and financial analysis
• Financial forecasting
• Proprietary software….The Numbers Navigator™
• Trillium’s Shop for financial tools & templates

Flexible

• At-will contracts with simple terms
• Fixed fees tailored to the unique needs of each client

100% Satisfaction Guarantee

Why Trillium Financial?