Strategic
Our Strategic service is built for clients who want an ongoing, deeply personalized relationship with their financial advisor. This tier reflects our highest level of care and attention—designed to support every aspect of your financial life with clarity, strategy, and purpose.
You’ll receive:
- 2+ strategy meetings per year for continual alignment and progress
- Integrated financial planning: retirement, tax, estate, insurance, and more
- Investment recommendations in conjuction with the accounts that we manage
- Annual tax planning, including a personalized 1099 letter that you can share with your CPA
- Net worth summary and annual tracking
- Yearly value-adds that reflect your evolving goals
This level of service is ideal for those who value a holistic, proactive partnership and want a team that knows them well, anticipates their needs, and walks alongside them with every step.
Foundational
Our Foundational service provides a solid starting point for clients who want simplified, high-quality support. Even at this level, our commitment to care and professionalism never wavers.
You’ll receive:
- 1 annual review meeting to stay updated on your investments and progress
- Answers to questions during meetings, with assistance available upon request
This level of service is a great fit for those who prefer a more basic approach but still want to work with a team they can trust.
Who We Serve
At True Wealth Partners, we serve individuals and families who want to be intentional with their finances—but don’t necessarily have the time, interest, or desire to manage all the details themselves. Our clients value thoughtful guidance, proactive communication, and the confidence that comes from knowing someone they trust is watching over everything on their behalf.
We’re a great fit for those who:
- Prefer to delegate financial decisions to a trusted professional who understands their goals and values.
- Want confidence that their financial world is organized, monitored, and aligned with their long-term plan.
- Appreciate a partner who takes initiative—bringing clarity, order, and steady progress to life’s moving parts.
- Lead busy lives and simply want to feel at peace knowing their finances are cared for with integrity and attention.
Whatever season you’re in, our role is to help you simplify complexity, coordinate the chaos, and move forward with confidence. We take care of the details so you can focus on what truly matters—fulfilling your version of true wealth.
Our Multi-Step Process
1. Discovery Call: We start with a simple conversation. This 30 minute call gives us a chance to learn about your situation, answer questions, and see if our approach is a good fit for your needs.
2. Get to Know You: If we move forward, we’ll take a deeper dive into who you are—your goals, priorities, and what true wealth means to you. Through meaningful conversations, we gather the details needed to design a plan that reflects your life and values.
3. Preliminary Results: Next, we share initial insights and observations from our analysis. This stage is all about clarity—helping you see where you stand today and identifying opportunities to align your financial life with your long-term vision.
4. Implementation: Once you’re confident in the plan, we help put it into action. With integrity and care, we guide each step of the way, taking as much as we can off of your plate.
5. Ongoing Service: Your plan isn’t a one-time event, it’s an ongoing process. We check in regularly, monitor your progress, and adjust as life evolves, ensuring your plan continues to reflect your goals and definition of true wealth.