True Equity Wealth Management LLC
We start the process with an introductory call. This is where get to know who you are and what exactly you're trying to accomplish. We ensure that all of your questions are answered and have a good understanding if we're the right fit for one another. We have various financial planning options depending on the scope of engagement and full-service investment management.
At times, a follow-up meeting will be scheduled if additional information is needed to review or provide recommendations. We utilize financial planning software to help clients stay informed about their money. We use this as a collaborative tool to work together to produce better outcomes.
We are fiduciaries. We are obligated to always act in the best interest of our clients.
Always ask how your advisor is paid. We do not accept commissions of any kind. We charge a fee for assets under management and/or financial planning fees depending on the need of the client.
Comprehensive Planning - I am a CERTIFIED FINANCIAL PLANNER™ and enrolled agent which requires ongoing education and provides me with the knowledge to offer holistic financial planning advice. I have developed a process to simplify money management to help clients stay informed and held accountable for accomplishing their goals.