True Worth Financial Planning
(6 Reviews)
I wish I had been made aware of Rachael at True Worth years ago. She is smart, funny, knowledgable, pro-active, returns texts and emails quickly, and clearly shows an interest in my financial well being. No matter how ridiculous my questions are, her responses have never made me feel stupid.
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In Business Since 2020
Free Initial Consultation
Sentiment Analysis
I interviewed a number of people to work with and ultimately selected Rachael not just because of her impeccable experience and credentials but because she is relatable, understanding, and just a really wonderful person.
Her empathetic approach is the reason why I feel 100% confident in referring her services to my own clients who are looking for a guiding light after one of life's transitions.
Everything they do is and has been great!
It has been a real pleasure and a great benefit to work with Rachael and to have her advice about financial planning.
Additionally, we have made several calls together to my investment companies and she is quickly able to shape shift from her casual, witty persona to one that exudes professionalism and asks all necessary questions.
We are completely confident in telling Rachel what is generally important to us and knowing that she will keep that in mind while attending to our investments.
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