Our Process | True Financial LLC | Independent Financial Advisor & Fiduciary Planner in Houma, Louisiana

How to Become a Client

We strive to make the onboarding process as seamless and personalized as possible. Just call us to set up an intro call or select a time on our calendar that is convenient for you.

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Here’s how to become a client, broken down into key stages:

1. Introductory Phone Call

The journey begins with an introductory phone call where we’ll learn a bit about what prompted you to reach out. This conversation will also provide you with an understanding of how we serve our clients and what you can expect from our partnership.

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2. Our Getting Acquainted Meeting

Our complimentary "Getting Acquainted" appointment is designed for us to get to know each other better. There’s no need to gather all your financial statements just yet. We will start by discussing your family, the motivations behind your search for a financial planner, and any questions, issues, or goals you are looking to address. Based on this information, we will outline how we might assist you, share details about our client experience, and answer any questions you may have regarding our services, process, and fees. We do not expect any decisions during this meeting, and we’ll follow up in a few days to discuss next steps.

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4. Envisioning Your Ideal “Point B”

In subsequent meetings, we will work together to "envision your ideal future" and define your "Point B." This collaborative process will bring forth big-picture ideas, purposes, wishes, concerns, and transitions. Clients find this stage to be exciting. We encourage you to dream big without price tags. We will identify specific goals and connect financial strategies to create a successful plan. This onboarding process is tailored to your pace and usually spans over the course of a year.

5. Implementation and Empowerment Phase

We begin executing strategies in your priority areas. This phase is not just about putting plans into action; it’s also about maintaining an ongoing dialogue. We will continuously revisit your values, needs, goals, and any significant life changes, ensuring that your financial strategies adapt as your life evolves. While the process may feel overwhelming at times, remember: tackling complex challenges is manageable when approached step by step. Together, we will progress steadily, empowering you to make the most of your financial life.

Reach out to us.

At True Financial, our goal is to build a lasting relationship that evolves with you, providing the support and guidance you need at every stage of your financial journey.

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Contact Information

Phone: 985-208-3900

Email: gary@truefinancialadvisor.com

Locations: Houma, New Orleans and Baton Rouge

Retirement Planning

Tax Planning

Insurance & Risk Management

Estate Planning

Business Owner Planning

Education Funding

Student Loan Planning

Visualizing Your Ideal Future

Investment Management

Net Unrealized Appreciation

Retirement Plan Consulting

What do we do for our clients?

Who We Are?

Our Founder

Why Choose A Cfp® Professional?