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 clear plan, and provide advice that's always in their best interest so they can focus on what matters most and experience greater peace, clarity, and confidence for the journey ahead.
We offer 2 models of service, depending on your needs.
All-Inclusive (Ongoing)
What you can expect:
- Boutique Service (40 Client Maximum)
- Tailored Planning & Advice, Help Executing Financial To-Do's, & Being Available When You Need Us
- Done-For-You Income-and-Expense Tracking
- Proactive Tax Planning + Form 1040 Tax Return Filing
- Investment Management
- Charitable Giving Strategies
- Maximizing Employer Benefit Package(s)
- Equity Compensation Strategy (RSU's, ESPP)
- Custom Student Loan Repayment Plan
- Digital Estate Plan Included
- Kids' Education Funding Routes
- Retirement Planning
- And more....
Most suitable for:
- Households with $250k+ gross income wanting a trusted thinking partner and ongoing financial guide for the ever-changing journey ahead
- 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
- Organized List of Recommendations to Self-Implement
- Unlimited Email/Text/Phone Support with Your Financial Planner / CPA
- Monthly 1-Hour Session for 4 Months
- Address 2-3 Planning Areas Per Monthly Session
- Ongoing Access to Financial Planning Software & Personal 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:
$4,500 ($1,125 Per Month for 4 Months)
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:
Income-and-Expense Tracking
Tax Planning & Tax Return Filing
Retirement Planning
Charitable Giving Strategies
Employer Benefits Optimization
Investment Management
Estate Planning
Insurance Analysis
Kids' College Planning
Student Loan 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
