True Worth Financial Planning

Categories

Financial Planning

*RACC Business Membership (Renewals)

About

Certified Financial Planner®️ | Certified Divorce Financial Analyst®️ | Founder of True Worth Financial Planning 


Feeling uncertain about your financial future now that you are single? 

💸 How do I invest my divorce settlement to make sure the money lasts my lifetime? 

⚖️ Should I prioritize saving for retirement or helping my kids with college costs? 

🏡 Can I afford to stay in my home? 

👩‍👧‍👦 How do I protect my family in case I die or become disabled? 


WHO I HELP 

Women in transition, including: 

🔸 Divorcees 

🔸 Widows 


HOW CAN I HELP? 

I help newly single women transform their wealth into a sustainable lifestyle they love. 

✅ Organize your financial details so you know exactly where you stand. 

✅ Define and prioritize your short- and long-term goals. 

✅ Implement a custom investment strategy that supports your lifestyle. 

✅ Meet regularly to review investments and address any financial questions or tasks that arise. 


QUALIFICATIONS: 

◼️ Certified Financial Planner®️ 

◼️ Certified Divorce Financial Analyst®️ 

◼️ MBA with Finance Concentration 

◼️ Masters in Personal Financial Planning 

◼️ Almost 2 decades of experience  


Connect with me: 

Website: https://trueworthfp.com/ 

Email: Rachael@trueworthfp.com 

IG: https://www.instagram.com/trueworthfp/ 

Facebook: https://www.facebook.com/trueworthfinancialplanning 


🎯Schedule a free Strategy Session: https://trueworthfp.com/book-a-call

Images

Rachael Burns, CFP, CDFA

Membership Type

*RACC Business Membership (Renewals)

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