True Worth Financial Planning
I’m Rachael, and I help millennial women simplify their financial lives.
I am passionate about helping women build a healthy relationship with their money that makes them feel confident and empowered. It is my mission to give women access to expert financial advice they need and deserve, even if they don’t meet traditional account minimums.
My Core Values
- Empathy– I provide a safe place to talk about money with no judgement or shaming.
- Empowerment– You are in the driver’s seat. I am by your side to offer guidance and encouragement.
- Integrity– I give unbiased advice, and do not receive commissions to recommend particular products.
- Transparency– Fees are explicitly stated on the Menu of Services. Any adjustments for complexity will be discussed before you sign up.
- Accessibility– I work virtually with clients across the US. I offer evening and weekend appointments to fit your busy schedule.