About
True Worth
To make quality financial planning services accessible for women when they need it most.
My mission
CONNECT WITH ME
I’m a fee-only Certified Financial Planner® practitioner based in Northern California, serving women all over the US. My specialty lies at the intersection of grief and finance, specifically helping newly single women regain financial independence and hope for their futures in the wake of divorce and widowhood.
FOUNDER + CFP®
Rachael Burns
Over the past 12 years, I’ve advised hundreds of high net worth families, working for ‘traditional’ wealth management firms including Morgan Stanley, Merrill Lynch, and Ameriprise. I wanted to share the lessons, habits, and values that led these families to their wealth with my women my age. Women in the earlier stages of their financial journey typically don’t have access to the same support and resources as established investors… and I wanted to change that. My motivation was ignited — to make expert financial advice accessible to women when they need it most.
Sharing knowledge. Sharing wealth.
While I am happily married, I have a unique and personal experience at the intersection of grief, trauma and finances. Shortly after finding out we were expecting twins, my husband was diagnosed with an aggressive brain cancer. I am a planner by nature and by trade, and all of a sudden, any plans I had for the future were gone.
Not only did we have to process the grief around the diagnosis, but we were forced to financially plan for the worst case scenario at the same time. It was overwhelming and terrifying, but I felt fortunate to have my financial background and the confidence that I would be able to manage the finances for my family regardless of the outcome.
Through this experience, my calling became clear — I want to help alleviate financial stress for women in similar situations, whether it be death or divorce, so they can conserve their precious emotional resources and focus on their family’s wellbeing.
