True Wealth Strategy

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True Wealth Strategy

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01/07/2025

January is Financial Wellness Month, a perfect time to start the year strong with a financial checkup. Reviewing your financial health can set you up for a smoother, more secure year ahead. Swipe through to learn how to get started with these five essential steps.

Have questions or want a deeper dive? Contact our team to help guide you

12/20/2024

Wherever you are in the Santa Claus life cycle, we hope your holiday season is filled with joy, laughter, and a little bit of magic.

Take some time to relax and enjoy the moments that matter. If you need us, we’ll be back soon, ready to help with anything you might need. Until then, stay jolly and enjoy the holidays! ✨

12/17/2024

🔍 Is Your Retirement Account on Track? 🔍

Whether it’s a 401(k), 403(b), or another retirement plan, understanding how your investments are performing is key to securing your financial future.

✅ Are you paying hidden fees that eat away at your returns?
✅ Is your asset allocation aligned with your retirement goals?
✅ Are you maximizing your contributions and tax advantages?

If you’re not sure, don’t worry—that’s what I’m here for.

I’m offering a FREE Retirement Account Checkup to help you:

Analyze your current investments and fees
Ensure your savings are on track for your goals
Provide actionable steps to optimize your plan
This is a no-obligation opportunity to get clarity and confidence about your retirement savings.

📅 Let’s set up a time to review your retirement account together! Schedule your free checkup here: https://calendly.com/truewealthstrategy/planning-session

Your future self will thank you.

Disclosures: This is a free, no-obligation 401(k) checkup, The offering is limited in scope and does not establish an ongoing client-adviser relationship unless agreed upon, I do not receive compensation from third parties for any investment products recommended. True Wealth is a Registered Investment Advisor with the State of Virginia

12/12/2024

When planning for retirement, one of the most common concerns is ensuring your savings last. The 4% rule is one approach to sustaining wealth in retirement. Swipe through to learn more.

Let us help tailor a strategy that aligns with your goals. Contact our team today.

12/10/2024

This quote resonates far beyond the boxing ring, especially when it comes to financial planning.

An initial financial plan is a great starting point, but life has a way of throwing unexpected punches:

-A market downturn
-A career change
-A surprise medical expense

These moments test the resilience of your plan. That’s why at True Wealth Strategy, we don’t just create plans—we help you adapt to whatever life throws your way. Whether it’s adjusting your portfolio, rethinking cash flow, or reevaluating long-term goals, our focus is on helping you stay on track through every challenge.

How has life “punched” your financial plan, and how did you adapt? Share your story or reach out if you're ready to build a plan that can take a hit and keep you moving forward.

12/03/2024

I’m thrilled to share that True Wealth Strategy is now proudly listed on the Advice Only Network, a platform that exclusively features financial advisors committed to full transparency and unwavering client-centricity.

Advice-Only Network (adviceonlynetwork.com)

The network only includes advisors who offer:
• Transparent Pricing: No hidden fees from product sales, assets under management (AUM) or expensive investment funds. You’ll know exactly what you’re paying.
• Fiduciary At All Times: Advice-Only advisors are committed to act in the best interest of their clients at all times.
• Empowering Investment Advice: Advice-only advisors can give investment advice without taking custody of your account.
• Reduced Conflicts of Interest: Charging only for advice reduces conflicts of interest compared to advisors who are compensated by selling products, receiving commissions, or managing assets.

At True Wealth Strategy, this ethos aligns perfectly with our mission to deliver transparent, evidence-based financial planning that empowers you to achieve your goals while staying true to your values.
Joining this network reaffirms my commitment to providing advice that’s tailored to your needs, free from conflicts of interest, and centered entirely on helping you live the life you envision.
Thank you to my incredible clients and professional network for your continued trust and support. Here's to many more milestones together!

Let’s connect if you’d like to learn more about how we can build your financial future—together.

10/15/2024

🩺 Choosing the Right Medical Insurance Plan Doesn't Have to Be Overwhelming!

With open enrollment season around the corner, now is the perfect time to review your options. But let's face it—navigating the different plan types, premiums, and coverage options can be confusing.

In my latest blog, I break down the key steps to help you choose the best medical insurance plan for your needs and budget. Whether you're deciding between an HMO or PPO, evaluating out-of-pocket costs, or wondering how to maximize your benefits, this guide has you covered.

💡 Read the full guide here: https://www.truewealthstrategy.com/post/how-to-choose-the-right-medical-insurance-plan-a-step-by-step-guide

And if you want personalized help, I’m offering a free plan comparison service! Let me help you compare options, so you can confidently select the plan that’s right for you and your family. Don’t wait until it’s too late—reach out today!

10/08/2024

When it comes to financial planning, choosing discipline today can prevent the regret of missed opportunities tomorrow. At True Wealth Strategy, we're here to help you build a disciplined approach to your finances, ensuring a secure and fulfilling future.

Don’t let regret be part of your story. Reach out to us today and let’s start creating a disciplined plan for your financial success.

10/03/2024

Achieving financial freedom goes beyond managing investments. It requires a holistic plan that considers every part of your financial life—taxes, risk management, intergenerational planning, and more. Just as important, it should account for your non-financial life: how you’ll spend your time, create lasting memories, and build a meaningful legacy. Your financial plan should align with your life goals and reflect your core values.

10/01/2024

💡 Are you making the most of your RSUs and stock options?

For many tech professionals, equity compensation can be a powerful wealth-building tool—but only if you avoid the common pitfalls. 📉

In my latest blog post, I break down 5 critical mistakes to avoid when managing your RSUs and stock options, including:
1️⃣ Not understanding the tax implications
2️⃣ Holding too much company stock
3️⃣ Incorrectly Timing the Exercise of Options
4️⃣ Failing to plan for liquidity events (like IPOs or acquisitions)
5️⃣ Misunderstanding the terms of your equity grant

🔍 Whether you're navigating vesting schedules, tax strategies, or planning for long-term financial goals, this guide provides actionable tips to maximize the value of your equity compensation.

➡️ Read the full blog here 💡 Are you making the most of your RSUs and stock options?

For many tech professionals, equity compensation can be a powerful wealth-building tool—but only if you avoid the common pitfalls. 📉

In my latest blog post, I break down 5 critical mistakes to avoid when managing your RSUs and stock options, including: 1️⃣ Not understanding the tax implications 2️⃣ Holding too much company stock 3️⃣ Exercising stock options without a plan 4️⃣ Failing to plan for liquidity events (like IPOs or acquisitions) 5️⃣ Misunderstanding the terms of your equity grant

🔍 Whether you're navigating vesting schedules, tax strategies, or planning for long-term financial goals, this guide provides actionable tips to maximize the value of your equity compensation.

➡️ Read the full blog here https://www.truewealthstrategy.com/post/navigating-equity-compensation-avoiding-common-mistakes-with-rsus-and-stock-options

09/24/2024

Are you a young professional in your 30s or 40s, earning $100k+ but feeling unsure about your investments? You've built a successful career—now it's time to take control of your finances and start building long-term wealth.

In this free live webinar, Investing 101, I’ll break down everything you need to know to invest like an expert—without the confusing jargon. We’ll cover:

-How to build a portfolio with the right investment options
-Understanding different account types and when to use them
-Practical steps to start investing now
-Common pitfalls and how to avoid them

Sign up here - 1a9f0fda-fd45-4784-91b1-9104c84ca63e@95d35349-92cb-46d0-b049-d2f9a20b729a" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/1a9f0fda-fd45-4784-91b1-9104c84ca63e@95d35349-92cb-46d0-b049-d2f9a20b729a

✔️ Who is this for?
Established professionals who may already have a 401(k) or brokerage account but are unsure where to begin with investing, or feel overwhelmed by all the options. Whether you're saving for retirement, planning for your kids' education, or building an emergency fund—this webinar will equip you with the tools to confidently take the next step.

🗓️ Date: October 11
🕖 Time: 12:00 PM Eastern Time

👉 Sign up today and start taking control of your financial future. Don’t miss out—your money should be working as hard as you are!

Address

McLean, VA
22101

Telephone

+15713039777

Website

http://www.truewealthstrategy.com/

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