It's that time of the year again!

On behalf of all our team at Trilogy Financial Solutions and S W Morris & Associates, we wish you a very Merry Christmas.

It has been exciting establishing Trilogy Financial Solutions which is now part of the WealthPoint Network and we are incredibly excited for what 2020 has install for us.


With the holidays coming up, we thought we’d share a little message…

Just like you, here at Trilogy FS, we love our presents, food and Christmas decorations. We also understand that it’s all fun and games until we overshoot our holiday spending. While we love Christmas, we want you to enjoy the gift-giving season without any guilt-ridden overspending. Don’t forget that once Christmas is over, you do have all those financial obligations of the month ahead – rent, bills, debt payments, school donations etc.


A few tips…

Make a list and stick to it.

1) Track your spending as you go and move amounts around when needed.

2) Don’t say yes to everything - It's ok to turn down the odd event here and there. This can end up saving you a small fortune over the holiday period.

3) Spend your time, not money.


Last but not least, enjoy this silly season.


Merry Christmas and a Happy New Year,


From the team at Trilogy Financial Solutions and our sister company – S W Morris & Associates.