Rachael Burns, CFP®, CDFA True Worth Financial Planning

About Rachael Burns, CFP®, CDFA®, CPWA®, AWMA

I’m Rachael, and I help Millennial women simplify their financial lives.

I’m passionate about helping professionals, divorcees and widows organize, grow and protect their finances through life’s transitions.

I founded True Worth Financial Planning with three simple goals:

1. To give women access to the expert financial advice they need and deserve.
2. To get them on track to achieve their goals and dreams.
3. To help them feel confident and empowered when it comes to their finances.

My Core Values:

*Approachable– I speak in plain English, avoid technical jargon and won’t bore you with charts and spreadsheets.
*Empathy– I offer a safe place to talk about money with no judgement or shaming, and help manage the impact emotions have on your finances.
*Empowerment– You have all the tools you need to be successful. I’m here to teach you how to use them.
*Integrity– As a fee-only planner, I do not receive commissions or other incentives to recommend any particular products or solutions.
*Transparency– Fees are explicitly stated on the Menu of Services.
*Accessibility– There are no minimums to work with me. I can meet virtually with you wherever you are.

About Me:

In order to provide more comprehensive advice to my clients, I have earned the Certified Financial Planner®, Certified Divorce Financial Analyst®, and Certified Private Wealth Advisor® designations. I have 2 masters degrees: an MBA in Finance and a Masters in Personal Financial Planning, in addition to Bachelors in Business Administration. I’m a member of the XY Planning Network and the National Association of Personal Financial Advisors.

I am passionate about making financial advice accessible to those who have been underserved by my industry. I volunteer my time with Family Reach, providing pro bono financial planning to families affected by cancer. I also donate my time mentoring and coaching financial planning students at my alma mater, Sacramento State.

In my downtime, I enjoy trying out new Pinterest recipes, exploring local wine country, and relaxing at home with my husband and twin toddler boys.

I would love to help you along your financial journey. Schedule a free intro call now to see if we’re a good fit:  https://trueworthfp.com/book-an-intro-call/

 

Read Rachael’s blog here: https://trueworthfp.com/blog/

Contact this advisor

Ideal Clients

  • Divorce
  • Divorced Women
  • Gen Y/Millennials
  • Women in Transition

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $500+/engagement
  • Hourly Fee: $250+/hr

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