True Wealth Process™


Get Acquainted • Learn about Your Needs, Concerns, and Aspirations • Provide Information/Describe Process • Relate Services to Your Issues • Determine Fit and Establish Relationship


Gain Awareness Regarding Your Unique Frame of Reference • Listen to Your Perspective • Identify Your True Values • Clarify Your Priorities


Guide You in Creating a Vision of Your Ideal Life • Help You to Define and Prioritize Your Personal and Financial Goals • Establish Guidelines for Developing a Financial Plan that Aligns with Your Values and Priorities


Summarize and Clarify Insights and Knowledge about Your Values, Priorities, Concerns, Transitions, Goals, and Objectives • Demonstrate How the Financial Solutions Proposed Support Your Life Vision and Goals


Monitor Progress and Help Maintain Focus on Your Personal and Financial Goals • Review Your Life Goals Periodically to Ensure Your Financial Plan Continues to Support Your Life Vision • Address New Issues, Transitions, and Concerns