I base pricing depending on the complexity of your situation. Initial one time enrollment fee of $950 applies. Additional fees might apply for dual income families.
Here are some common questions I get from new clients.
Most people don't know exactly where they fit and that's okay! During our 30 minute initial call I will quote your exact fee depending on your situation and needs.
Yup! That's something I pride myself on, I have a vast network of trusted professionals when clients need something I can't directly assist with.
Absolutely! I find sometimes the biggest value add I can provide is being there when things come up in your life unexpectedly and I can help you through the challenge. No question is silly!
I pride myself on having my CFP® certification and as such, being held to a fiduciary standard. I became an advisor to help others with their money and follow the same principles when it comes to my own money.
Not everyone is the right fit for a financial planner, which is why we have the initial call to determine if our process and personalities work well together. These are some common characteristics that might mean we aren’t the best fit:
TruWealth Partners is 100% virtual, female owned financial planning firm in Palm Harbor, Florida and works with clients nationwide in continental United States.