How We Help

We get to know you personally.  We are interested in your values, not just your valuables.  We want to know what motivates you and also what your preferred communication style is.

NO. 1

Begin Your Journey

We have designed our onboarding process to get to know you well. During this initial process, we won't be asking you to move any of your money to us or change how you do everything! Instead, we will be focusing on learning about you and understanding your financial situation well to determine if working together on an ongoing basis makes sense for us.

NO. 2

Discovery Meeting

This is a complimentary meeting designed to identify potential financial considerations that make impact your goals. We will discuss where you currently are, where you want to go and whether we are the right partner to get you there.

NO. 3

Planning Consultations

Over the course of two meetings, we dive deeper into your aspirations and fears.  We will ask behaviorial questions and organize all your current relevant financial data.   We will answer your most pressing questions and provide you with objective, honest and unbiased feedback about your situation.  We will identify opportunities and risks you might be missing.

NO. 4

Mutual Commitment Meeting

At this point in the process, we will be ready to make a mutual decision about whether Truman Wealth can add substantial value and how best to proceed with implementing our initial findings. If the decision is made to work together, we will execute the documents necessary to start putting your plan into motion.

NO. 5

Your Ongoing Journey

Our ongoing process includes financial planning involving all areas of your life, investment management, and access to our team for ad-hoc meetings when things change.

NO. 6

Routine Check-Ins

If we choose to work together on an ongoing basis, we will routinely meet twice a year. These meetings give us an opportunity to review any major changes in your personal or financial situation and determine if these changes necessitate adjustments to your investment strategy or financial roadmap. We will also review your overall progress towards your long term financial goals.

NO. 7

911 & 411 Meetings

As an ongoing client, we are available to you for any and all financial emergencies or questions that arise throughout the year.  When you are anxious about a career change, have an unexpected death in your family or if you just need a sounding board for a major financial or life decision, we are there for you.

Meet the TruWealth Team

Our personal attention, one-on-one mentorship and tailored guidance will help you navigate the daunting world of financial products and services. Each year we work with a very select number of clients. The personal guidance you receive is fully tailored to your journey.

  • Working with Mindy at Truman Wealth has been one of the best investments I've ever made in my future. Over the past two years, we've built a clear path and plan to my goals and she has consulted in every major financial decision. Mindy goes out of her way to ensure my money is working for me and constantly provides new ideas and inputs for how to reach the next level. She genuinely cares about my financial success and it is evident in every single conversation. I could not recommend her more highly and personally refer her to my friends and clients alike.

    Leigha M.

  • Mindy is an amazing consultant! I really trust her. She was referred to us from a friend of mine that I have a tremendous amount of respect for.

    Nick W.

  • Mindy goes above and beyond for her clients. She tailors her strategy for investing based on your personal goals and preferences. She communicates often, including making great suggestions that have helped me save a ton of money. Plus, she’s fun and funny. If you’re looking for someone who is knowledgeable, trustworthy and responsive, hire Mindy!

    Michelle G.

These testimonials are unsolicited. Individuals providing these testimonies have not been compensated directly or indirectly. The testimonials displayed on this website reflect the personal opinions of individual clients and may mot represent all clients’ experiences.