Get Started With True Riches
See the Path to Becoming a Client and use our Calendly scheduling tool below to book a complimentary discovery meeting and assess whether True Riches is the right fit for your family.
Join True Riches in Three Steps
1) Schedule Discovery Meeting (Use Calendly Tool)
We get to know each other, uncover what challenges you're facing, and what a successful relationship together would entail.
2) Alignment Meeting
Review customized analysis, answer your questions, and ensure the value we can provide is well in excess of the flat fee.
3) Agreement
Become a True Riches client and start investing, living, and giving!
The True Riches Process
True Riches gets you to your goals through a simple, effective, and proven four-step ongoing process. Here's what you can expect when you become a client:
Full Picture View
Get clarity with a unified Plan, consolidated accounts, and streamlined tracking.
Clear Direction
Identify stewardship priorities, collaborate on joint goals and values, and set the compass.
Ongoing Guidance
Proactively adjust through life's twists and turns — job changes, home relocations, kids growing up. We'll be here every step of the way.
Use Your Wealth for Good
Personal finance is about aligning what you've been given with your convictions. We'll put your money to work toward what's most important.
Christian Financial Planning to Invest, Give, and Live
Reach out for a complimentary "good fit" consultation.
