True Life Financial Planning

True Life Financial Planning True Life Financial Planning, LLC offers fee-only, comprehensive financial advice to helping clients understand how money can be a conduit to their dreams.

04/01/2024

True Life Financial Planning is now Wayfinder Wealth!

Keep you eyes peeled here for more information soon!

A guy walks into his financial advisor's office with a mining pick... . . . . . I don't know where this joke goes, but i...
03/24/2022

A guy walks into his financial advisor's office with a mining pick... . . . . . I don't know where this joke goes, but it ends with an enlightening conversation about life goals and money. :) Somewhere in there, these 5 topics come up... probably. Unless the financial advisor just sells him life insurance...

Will you learn these finance lessons the hard way?

03/22/2022

Discover opportunities hiding inside new (and old) rules

I've been posting these for three weeks now, and you've been ignoring them... When was the last time your financial advi...
03/17/2022

I've been posting these for three weeks now, and you've been ignoring them... When was the last time your financial advisor told you there's more important things in life than your money? Sneak peek: it's #3 on this list. Check it out.

The sooner you learn these money lessons, the better

I worked really hard to cut out these letters. Please read my guide.  (Just kidding. They are digital, but the guide is ...
03/15/2022

I worked really hard to cut out these letters. Please read my guide. (Just kidding. They are digital, but the guide is still good.)

Are you up to date? Or will your tax savings disappear?

Click the gems to try and line up three in a row! Just kidding!  It's a trick to get you to read some REALLY important q...
03/10/2022

Click the gems to try and line up three in a row! Just kidding! It's a trick to get you to read some REALLY important questions you should be asking yourself. HAHA!

Most of us learn these big $ lessons from experience

I'm pretty sure there are at least 50 shades of tax savings, but I could only come up with 9 off the top of my head...
03/08/2022

I'm pretty sure there are at least 50 shades of tax savings, but I could only come up with 9 off the top of my head...

Run toward the opportunity uncertainty presents

"Hey, Dummy!" It's the one thing your financial advisor CONSTANTLY wants to say, but can't.  But, hey dummy, these are s...
03/03/2022

"Hey, Dummy!" It's the one thing your financial advisor CONSTANTLY wants to say, but can't. But, hey dummy, these are some REALLY good questions you should be asking yourself about your relationship with money!

These lessons can transform your finances & your life

Taxes don't suck, but they sure feel like it.
03/01/2022

Taxes don't suck, but they sure feel like it.

Depends on what you do now. FREE GUIDE

Address

Dallas, TX

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 11pm
Sunday 12am - 11pm

Telephone

+19729728828

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