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Our Process

The True Wealth Process

At True Wealth, we believe that we have to first understand you as a person, what are your goals, dreams, and attitudes toward money, then we can build a plan that works for you. Finally we must have a defined process to implement and refine that plan for long term success.

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Get to Know You


We get know about you, your goals, and your current financial situation.

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  • You may have questions like:

  • Am I on track for retirement?

  • Does my 401k have the right investments?

  • Am I saving enough?

  • How much can I afford to spend on a house?

  • Should I pay off my student loans early?

  • We also try to uncover the “why” behind your financial goals, getting to the root of 
     

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Explore Possibilities
 

Now that we know a little about you and where you want to go we get to the analytical part of the process.

  • We use our modeling software to put together projections and model portfolios that will help you to meet your goals.

  • We will meet to walk through different scenarios and together come up with strategies that can work for you.

Initial Plan 


We deliver a complete picture of your current financial situation and clear recommendations for your immediate questions and concerns and review opportunities that you may not have considered to reach your goals.

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Ongoing Advice and Support
 

We meet regularly to review your progress and follow up on recommended action items. We are there every step along the way to help you take action and move forward with confidence.

  • Never worry about navigating big financial decisions on your own

  • You can reach out to us whenever you have a question.

  • Receive regular monthly emails about current topics and suggestions

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