We’ll have an informal 30 minute chat to get to know each other. I’d love to hear where you are on your financial journey and what you’re looking for out of a relationship with a financial planner. Then, I’ll tell you a little bit about how I can help and we can determine if we’re a good fit.
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I’m based in Folsom, California, but I serve clients across the US. I’m available for face-to-face or virtual meetings using video conferencing and secure file sharing.
True Worth Financial Planning
705 Gold Lake Drive, Suite 250
Folsom, CA 95630
By Appointment Only
Rachael@TrueWorthFP.com
(916) 235-3424
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