Let's Make Work Optional
Welcome to True Wealth & Company. We help business owners, professionals, and retirees who among other things aspire to become financially independent, so they can make work optional. Our clients want the freedom to work when they want, for whom they want, and when the time is right, retire on their terms.
Through our proprietary process, the LifeMap FORMula, we will partner with you to define your plan that is centered on your family, occupation and recreational goals. Focusing on all aspects of your financial life.
Family
What adventures do you have ahead with those you love? What experiences do you want to share? How do you want to help lay a foundation for their success?
Occupation
What do you want to accomplish professionally? What can we do today to lay the foundation to achieve your professional dreams?
Recreation
What gets your heart pounding? What keeps you young and vibrant today that you want to make time to enjoy? What passions do you want to pursue as your life evolves?
