TrueWealth Solutions (TWS) provides financial planning and coaching services to individuals, couples, and families. TWS offers one-time financial planning engagements, financial coaching programs, and ongoing financial planning relationships. TWS does not manage assets or place trades.
Fee Structure
TrueWealth Solutions offers ongoing financial planning for clients who have completed a financial plan and want continued guidance. The quarterly fee ranges from $500 to $700 for individuals and $600 to $800 for couples, depending on the complexity of their needs. This includes semi-annual planning meetings, quarterly check-ins, ongoing financial planning insights, and access to the advisor. Clients also receive access to RightCapital financial planning software and discounted access to Monarch Money budgeting software.
- Financial Planning: $1,000 to $4,000, depending on the client's needs and complexity.
- Project-Based Financial Planning: Starts at $1,000 and increases with complexity.
- Financial Coaching: $3,000 to $4,000 for up to 12 weeks.
- Comprehensive Financial Planning & Coaching Program: $4,000 to $8,000 for up to 16 weeks.