Purpose-Driven Financial Planning
Financial planning is not about chasing quick gains. It's about understanding what matters to you and creating a clear path to get there. We help you see the whole picture.
Start With a Strategy That Fits Your Life
A good plan begins with listening. We sit down to understand your goals, your fears, and what success looks like to you. Then we build a strategy that actually works for your situation, not some generic template.
See Where You Stand and Where You're Going
Most people drift through their financial lives without knowing why. We help you cut through the noise and understand what your money should do for you. It starts with honest conversation and ends with a plan you can actually follow.
What we do for you
Financial planning covers the ground between where you are now and where you want to be. We handle the details so you can focus on living.
Investment Management
Investments are so much more than interest and passive income. With True Riches we align your investments with your faith, future plans, and overall phase of life.
Retirement Planning
Get a comprehensive strategy where your income goals, savings, and timeline are all managed by the same trusted partner who knows your full picture.
Financial Planning
With True Riches, you won’t get a one time plan then be left in the dark. We bring every financial detail and decision under one ongoing framework.
Tax Prep and Planning
As a CPA, I don't just advise you on how you should structure your taxes then hand you off. You get an all inclusive service where your taxes and finances are handled by the same trusted partner.
Ready to Leave the Burden of Financial Uncertainty Behind?
Our clients tell us that by working with us, they feel confident and at peace regarding their finances, sometimes for the first time. If you’re ready to put your finances to work making the world a better place, let’s chat.
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.
Complete Coordination of Your Financial Life For One Flat Fee
Two Service models depending on your needs and unique situation.
Ongoing
What you can expect:
- Highly Personal Service (Client Households Capped at 40)
- Tailored Planning & Advice
- Done-For-You Income-and-Expense Tracking
- Proactive Tax Planning + Form 1040 Tax Return Filing
- Investment Management
- Charitable Giving Strategies
- Maximizing Employer Benefit Package
- Equity Compensation Strategy (RSU's, ESPP)
- Custom Student Loan Repayment Plan
- Digital Estate Plan Included
- Kids' Education Funding Routes
- And more....
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 5 Months
- Address 2-3 Planning Areas Per Monthly Session
- Ongoing Access to Financial Planning Software & Personal Dashboard
Christian Financial Planning to Invest, Give, and Live
Reach out for a complimentary "good fit" consultation.
