Rachael Victoria Burns CDFA®, CFP®, CRPC®, MBA


True Worth Financial Planning


Granite Bay CA
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916-2353424

I’m Rachael Burns, and I help newly single women achieve financial independence after losing their partner to death or divorce.

I am a fee-only Certified Financial Planner® practitioner and Certified Divorce Financial Analyst®, offering customized financial planning and investment management tailored to the unique needs and goals of divorcees and widows. I'm based in Granite Bay, California but serve women virtually across the US.

Through my own personal experiences navigating grief and finances, I found my calling — to support and empower other women during the most challenging transitions of their lives.  

Schedule a free intro call now to explore how we can work together to empower your financial future.

How I Can Help

Mid-Divorce Financial Analysis

Get the information and support you need during your divorce to make informed decisions that shape your financial future. If you feel like you’re at a disadvantage due to your lack of financial knowledge or experience and you want an unbiased opinion from a financial expert, this service is for you. 

  • Detailed comparison of settlement options.
  • Strategies for the family home- buyout, sell, or co-owning.
  • Pros and cons of lump sum payouts versus monthly income.
  • Preparation of any financial documents requested by attorney, mediator, etc.
  • Insurance strategies to protect child/spousal support or equalization payments.

Post-Divorce Financial Planning

You want a plan for your financial future that makes you feel secure and independent, but you're not sure where to start. I'll walk you through all of the tasks that come along with transitioning your finances and redefining your financial goals now that you’re single..

  • Determine the impact of divorce on social security and other retirement benefits.
  • Strategize to minimize current taxes while also optimizing your long-term taxes.
  • Adjust your spending plan so that you are setting aside the money you need to achieve your goals.
  • Reposition your investments and other assets.
  • Reevaluate your goals for your legacy, protecting your family from the unexpected.

Schedule a free intro call now!