At True Square Financial, we view financial planning as an ongoing, collaborative process. While you should expect the first few months of our financial planning engagement to be the most intense part of the process, we will continue to engage with you after the initial plan is developed. We will review your progress, evaluate events in your life and the markets, and propose changes to your plan as needed. We may also follow up on prior “to-do” items to ensure your plan is being implemented the way you want. When questions arise, we are available whenever you need us.
How we work with you
Our flexible service model lets us serve you in the way that best meets your needs. Some of our clients prefer to meet in person, while others prefer Zoom videoconference or telephone. Some clients like to schedule regular periodic meetings (e.g., quarterly), while others prefer to engage only when significant events occur. We can structure the engagement in a way that works for you.
A typical financial planning engagement would start with a 90-minute kickoff meeting where we would review your current financial situation and discuss the values, priorities, and commitments that define your life and your choices. We would use this discussion to prioritize our work together and determine next steps. After the first three or four meetings, you can expect to have co-created an initial financial plan. We will never presume what matters to you nor judge your choices. Our role is to support you and help you use your financial resources to improve your life.
What we mean by “comprehensive”
We aspire to add value across multiple areas of your financial life, taking a holistic perspective anchored to your personal and family priorities. We believe it is important for the various components of your financial plan to work together, and we see substantial value in coordinating these elements. Managing these components separately will often lead to sub-optimal results.
Our comprehensive financial planning service includes advice in the following areas:
- Cash flow (income, saving, giving, and spending)
- Investment strategies
- Income tax optimization
- Education planning and funding
- Retirement/financial independence planning and funding
- Insurance and risk management
- Estate planning
Please note that we are not licensed insurance brokers, attorneys, or public accountants. We do not sell any financial products, nor do we draft legal documents. Where appropriate, we advise clients to seek the services of such licensed professionals.