True Wealth

Process

Our True Wealth Process 

Helping put you on the path to financial freedom

Once we know what is most important to you and your family, we evaluate your current position. Then we can recommend strategies to help you move from where you are to where you want to be. But we don’t stop there. We will help you implement the recommendations and watch over your plan.

  • Blueprinting

    We will help you identify your goals and objectives and prioritize what’s most important to you. Next, we will help you get financially organized using a personal online financial web page that will consolidate all of your information into one clear picture.

  • Implementation

    We will recommend financial tools, portfolios and strategies to preserve and grow your assets in the most tax-efficient way possible.

  • Refine & Revise

    We will monitor and track your progress using online, real-time planning and analysis tools so you can have a current picture of your financial outlook.

We have developed three tiers of affordable financial planning services that focus on the unique needs of the various stages of life. Using a holistic, goal-based approach and a powerful collection of technology platforms, we’re able to provide you with affordable, ongoing financial planning to help you work toward your goals.

Our Building FP system includes:

  • FP: Foundations

    Just getting started. Focus on fundamental principles of financial planning, including cash flow management, debt repayment, accumulating savings and foundational retirement accounts.

  • FP: Framing

    Hitting your stride. Focus on investment portfolio analysis and alignment, retirement planning, college education funding, 401(k) recommendations, income tax analysis and insurance policy audit.

  • FP: Finishing

    Living your legacy. Focus on portfolio alignment, Social Security maximization, retirement income structuring, planning for long-term care and income tax risk, and estate planning.