True Wealth
The Foundation for a Life Well-Lived
Philosophy
Redefining True Wealth
We guide you to define what true wealth means to you, then create a plan that supports every dimension—financial security, wellbeing, purpose, legacy, and the experiences that make life truly rich. Real abundance is when your money serves your life and honors God, not the other way around.
Core Services
How We Serve
Your life is complex. Your plan doesn’t have to be.
We start by understanding your full financial picture in the following areas:
Cash Flow
Keep your income and expenses aligned with your goals.
Insurance
Protect what matters most—your health, income, and family.
Investment Management
Grow your wealth with a strategy tailored to you.
Tax Planning
Minimize taxes today and in the future.
Retirement
Plan for freedom on your terms, not someone else’s timeline.
Estate Planning
Ensure your legacy is protected and passed on intentionally.
Education
Make smart choices about funding your children’s future.
Family Business Planning
Balance personal goals with business success.
Giving
Support the people and causes you care about—strategically.
"No one can serve two masters… You cannot serve both God and money."
Matthew 6:24
Our Financial Planning Process
"The plans of the diligent lead to profit as surely as haste leads to poverty."
Proverbs 21:5
Pricing and Fees
Foot Bridge Plan
Start your journey with the basics
Upfront Plan Fee
Ongoing
$250
/month
Or, included if you invest $200K+ with us (AUM fee applies).
What’s Included:
One-on-one discovery and goal-setting
Custom financial plan
Action steps for budgeting, savings, and investments
Written summary and 30-day follow up call
Ongoing: 1 comprehensive review per year
Email/phone support for quick questions
Roadway Bridge Plan
Go further—add specialized support
Upfront Plan Fee
Covers all meetings, a custom financial plan with tax planning OR estate plan
Ongoing
$300
/month
Or, included if you invest $350k+ with us (AUM fee applies).
Everything in Foot Bridge plan, plus:
Comprehensive Tax Planning or Complete Estate Planning
Deeper analysis and custom strategies in selected specialty area
Ongoing: 2 planned reviews per year
Unlimited “quick check” calls for timely decisions
Signature Bridge Plan
Your full-service, all-in partnership
Upfront Plan Fee
Covers all meetings, a custom financial plan with tax planning AND estate plan
Ongoing
$400
/month
Or, included if you invest $400k+ with us (AUM fee applies).
Everything in Roadway bridge plan, plus:
Comprehensive tax AND estate planning integrated every year
Proactive tax-loss harvesting, Roth strategies, legacy gifting
Regular check-ins with your CPA/attorney (as needed)
Quarterly reviews and on-demand meetings
Family/legacy meetings for education and values
Ongoing Asset Management Fee
If you choose to have us manage investments:
Asset Level
1.50%
$250,001 – $500,000
1.25%
$500,001 – $2,000,000
1.00%
$2,000,001 – $5,000,000
0.75%
0.50%
All fees shown on ADV Part 2A/2B. No commissions, no products to sell.
Let's Get Started
Whether you’re ready to dive in or just exploring your options, we’re here to help you take the next step with clarity and confidence.
