Pricing
Enjoy our transparent, flat-fee pricing. We intentionally don't charge commissions, ensuring you'll never feel pressured to buy products you don't need. We stand behind a commitment to providing the most value-packed service for every client.
Complete Coordination of Your Financial Life For One Flat Fee
Ongoing planning is our signature, all-inclusive offering tailored to your specific situation.
Ongoing Planning
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....
Ongoing Pricing Calculator
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.