EP 069 Rachel Burns, Founder & Financial Planner – True worth Financial Planning

Rachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women achieve financial independence after the divorce or death of their partner.
 
Rachael spent 12 years in ‘traditional’ wealth management before a series of life events re-shaped her career path. Shortly before the birth of her twins, her husband was diagnosed with glioblastoma, a rare and aggressive brain cancer. With two babies on the way and her husband undergoing cancer treatment, the uncertainty was overwhelming. Planning for her family’s future was next to impossible, but she felt fortunate that her professional expertise allowed her to quickly adapt their financial plan. 
 
Through her own personal experiences navigating grief and finances, she found her calling — to support and empower other women during the most challenging transitions of their lives. In 2020 mid-lockdown, she left the corporate wealth management world and launched her own fee-only firm, True Worth Financial Planning. 
 
In her downtime, she enjoys exploring local wine country, searching for new recipes on Pinterest, and chasing after her 3-year-old twin boys. 
 
Rachel’s insights include: 
 

The story of Rachel’s family’s challenges and how this led to change focus in her career

What are the things people can put off later in the future while experiencing a difficulty instead of tackling it right away?

The main concern that new clients are having and what does she do to help them overcome it?

The importance of planning to people who are going through a divorce

What are the common mistakes people do when facing a divorce?

Why do we need professional help when dealing with financial planning?

Talking about estate planning for everyone and not only for really wealthy people

Enjoy the show!
 
Connect with Rachel:
 
Website: https://trueworthfp.com/
Instagram: https://www.instagram.com/trueworthfp/
Facebook: https://www.facebook.com/trueworthfinancialplanning/
LinkedIn: https://www.linkedin.com/in/rachaelvburns/
 
Connect with Gary:

Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices

Rachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women achieve financial independence after the divorce or death of their partner.

 

Rachael spent 12 years in ‘traditional’ wealth management before a series of life events re-shaped her career path. Shortly before the birth of her twins, her husband was diagnosed with glioblastoma, a rare and aggressive brain cancer. With two babies on the way and her husband undergoing cancer treatment, the uncertainty was overwhelming. Planning for her family’s future was next to impossible, but she felt fortunate that her professional expertise allowed her to quickly adapt their financial plan. 

 

Through her own personal experiences navigating grief and finances, she found her calling — to support and empower other women during the most challenging transitions of their lives. In 2020 mid-lockdown, she left the corporate wealth management world and launched her own fee-only firm, True Worth Financial Planning. 

 

In her downtime, she enjoys exploring local wine country, searching for new recipes on Pinterest, and chasing after her 3-year-old twin boys. 

 

Rachel’s insights include: 

 

The story of Rachel’s family’s challenges and how this led to change focus in her career
What are the things people can put off later in the future while experiencing a difficulty instead of tackling it right away?
The main concern that new clients are having and what does she do to help them overcome it?
The importance of planning to people who are going through a divorce
What are the common mistakes people do when facing a divorce?
Why do we need professional help when dealing with financial planning?
Talking about estate planning for everyone and not only for really wealthy people

Enjoy the show!

 

Connect with Rachel:

 

Website: https://trueworthfp.com/

Instagram: https://www.instagram.com/trueworthfp/

Facebook: https://www.facebook.com/trueworthfinancialplanning/

LinkedIn: https://www.linkedin.com/in/rachaelvburns/

 

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices