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
You’ve made investments your whole life. Work with us to help make the most of them.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Earnings season can move markets. What is it and why is it important?
How long does a $20 bill last?
Five strategies for managing your student debt.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.
For women, retirement strategy is a long race. It’s helpful to know the route.
There’s an alarming difference between perception and reality for current and future retirees.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.