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
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
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.