Establishing a Relationship with TS Prosperity Group
October 2, 2024
Please allow me to re-introduce myself. My name is Trisha McCoid, and I am the Financial Portfolio Advisor for TS Prosperity Group. In this role, I have the pleasure of working alongside our clients to provide planning for them at all stages of life, helping them plan for their financial futures with clarity and confidence.
Having grown up in Council Bluffs and being involved in the community, you may know me by other names - whether it's Trisha Beccard or Trisha Gysin - but no matter the name, I'm the same sparkle-loving, passionate advisor with primary comforts for Mac & Cheese, a good book and a cozy blanket.
My favorite Mark Twain quote is “Twenty years from now, you will be more disappointed by the things you didn’t do than by the ones you did do. So, throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.”
My favorite word in this whole quote is: Discover. Discover is typically defined as “to learn something new, often through exploration” which encompasses Mark Twain’s entire quote in one word. The word "discover" resonates deeply with me. It reflects both my personal philosophy and my work. Every day I help clients discover their long-term goals and chart a course to achieve them.
This process begins with a Discovery Meeting (aptly named, of course!). Through this time together, we explore your financial goals and dreams, often uncovering aspirations you might not have fully realized. After the Discovery Meeting, we will circle back during our Solution Meeting where we collaborate and discover a tailored plan of action that can be implemented to achieve those goals.
Of course, those plans are flexible because, at some point, everyone’s ship will change course or get caught in a storm. So at least annually, we come back together to reassess and measure progress. If we need to explore, dream, and discover a new plan, we can—together.
Our team at TS Prosperity Group is here to help you navigate your ship, ensuring you are prepared for life's changes. If you're ready to begin, call us at 844-487-3115 to schedule your Discovery Meeting. Together, we'll explore, dream and discover your best financial future. You can trust us to handle the tough stuff.
TS Prosperity Group’s purpose is to IGNITE PROSPERITY® in our communities by preserving generational wealth. Unique circumstances and risks exist within each family. Utilizing our fiduciary approach to investment management, we help identify those risks and create a solution-based prosperity plan to address them and support their family’s financial legacy.