Imagine a world where wealth guidance was simple and straight forward.
Imagine a world where integrity and transparency in financial services were the rule rather than the exception.Learn More
Imagine a world where everyone had a financial coach that understood them just as well as their money.Learn More
Financial Planning Made Easy
Welcome to TrueWealth Financial Partners. We are a local team of fee-based financial planners located in Bellevue, WA. We run a practice rooted in trust, transparency, and doing the right thing no matter what. Our team does this by committing to a “Client Bill of Rights" and a disciplined planning and investment selection process that strives to make a real difference in the lives of our clients.Contact Us
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Rightsizing for Retirement
What does your home really cost?
Read this overview to learn how financial advisors are compensated.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Five phases to changing unhealthy behaviors.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How do the markets usually react to elections? Was the 2016 election any different?
That big list of dreams and goals isn't the only way to look at your bucket list.
Here are five facts about Social Security that might surprise you.
There are a few things to consider when buying or leasing your next vehicle.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Around the country, attitudes about retirement are shifting.