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

True Worth Financial Planning

162 Willow Creek Drive
Folsom CA 95630

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I’m Rachael Burns, and I help millennial women simplify their financial lives.

I founded True Worth Financial Planning with three simple goals:

  1.  To help women get on track to achieve their goals and dreams.
  2.  To help them feel confident and empowered when it comes to their finances.
  3.  To give them access to the expert financial advice they need and deserve.

My Core Values

  • Approachable– I speak in plain English, avoid technical jargon and won’t bore you with charts and spreadsheets.
  • Empathy– I offer a safe place to talk about money with no judgement or shaming, and help manage the impact emotions have on your finances.
  • Empowerment– You have all the tools you need to be successful. I’m here to teach you how to use them.
  • Integrity– As a fee-only planner, I do not receive commissions or other incentives to recommend any particular products or solutions.
  • Transparency– Fees are explicitly stated on the Menu of Services. Any adjustments for complexity will be discussed before you sign up.
  • Accessibility– There are no minimums to work with me. I can meet virtually with you wherever you are.

I would love to help you along your financial journey. Schedule a free intro call now to see if we're a good fit.

Or, if you're not quite ready to schedule a call, keep in touch by signing up for my email list. Get my latest money tips, blog posts, and other exclusive content sent right to your inbox!