With True Riches, you experience complete coordination of your financial life for one flat fee
We specialize in helping 250k+ income Christian households simplify their finances, develop a cohesive plan, and provide advice that's always in their best interest so they can maximize their life’s impact and experience greater calling, peace, and confidence along the way.
We offer 2 models of service, depending on your needs.
All-Inclusive (Ongoing)
What you can expect:
- Boutique service (40 client maximum)
- Custom Planning, Advice, Implementing Recommendations, & Retainer For Your Entire Net Worth and Cash Flow
- Cash-Flow Management and Done-For-You Spending Tracking
- Tax Planning Strategy + Tax Return Filing
- Investment Management
- Charitable Giving Strategies
- Maximizing Employer Benefit Package(s)
- Equity Compensation Strategy
- Custom Student Loan Repayment Plan
- Digital Estate Plan Included
- Education Funding
- Retirement Planning
- And more....
Most suitable for:
- Households with $250k+ gross income wanting an ongoing guide to optimize their complete financial picture
- W2 Earners, Equity-Compensated Professionals, Physicians, or Pre-Retirees
Your Investment:
1-Time Plan
What you can expect:
- Comprehensive Financial Plan Covering All Areas of Your Personal Finances
- Monthly 1-Hour Session for 4 Months
- Address 1-2 Planning Areas Per Monthly Session
- Access to Financial Planning Software & Dashboard
View the 1-Time Financial Plan Roadmap
Most suitable for:
- DIY Investors who want 1-time professional guidance or comprehensive check-up
- Time and ability to self-implement our recommendations
Your Investment:
$5,000 (50% Paid Up-Front, 50% Paid Upon Completion)
A Partnership With Us Includes These Valuable Benefits:
- Done-for-you investments, tax-filing, digital estate plan, employer benefits, and more
- Complete coordination of your financial life
- Offloading unwanted research and stress relating to your household’s finances
- More of your precious, finite time back to focus on what matters most
- An organized project-manager and kind accountability partner
- Avoiding major pitfalls, and worrying less if you’re doing all the right things
- A dedicated, personal financial guide on retainer at all times
- Easy-to-follow, actionable steps throughout your life’s journey
Ready to Unlock the Potential of Your Financial Life?
Schedule a Free Consultation
Our All-Inclusive Services integrate the following areas into a living, breathing, comprehensive plan:
Cash-Flow Management
Tax Preparation & Planning
Student Loan Planning
Charitable Giving Strategies
Employer Benefits Optimization
Investment Management
Estate Planning
Insurance Analysis
Education Planning
Retirement Planning
Other
The only constant in life is change. Whether it's a job change, primary home relocation, starting a family, an inheritance, or caring for elderly parents - we're available when you need us to be.
Your High-Tech, Dynamic, Personal Finance Dashboard
