Whether you are in the accumulation stage of life or the distribution stage of life, our clients are so much more than numbers on a balance sheet. They are real people with real questions and real goals. Each one unique and different.
That’s why at True Blue Financial, we are committed to understanding you and your financial life before making any recommendations. Our complimentary consultation begins with a conversation designed to unlock a relationship first. We listen closely and take the time to understand your complete financial picture, without pressure to make any decisions. In other words, we want to get to know the dreamer before we try to work toward realizing the dream.
We’ll start by collecting data. We want to know what you own, owe, earn and spend. Once we understand your assets and liabilities, insurance, investments, tax situation, and objectives; we can begin to analyze your current circumstances and make recommendations for the future. But don’t worry, we’ll work together to put a plan in motion – all in a language you can understand.
But it doesn’t stop there. Life events often change your plans, your aspirations, and your financial situation. We understand that financial planning is a living, breathing process that requires ongoing monitoring, updating and dialog. It’s a journey. Not a destination.
