We don’t believe in forcing you into a one-size-fits-all box. Whether you are looking for a comprehensive lifetime partner, a standalone project to get on track, or just a few hours of expert guidance, you have the flexibility to design your relationship with us.
1. Choose Your Engagement Model
You have complete control over how we work together. Choose a single path, or combine them to fit your exact needs:
| Services Path | What It Is | Who It’s Best For |
| Financial Planning Only | A flat-fee, highly tailored project where we build your customized roadmap. Timeline: 6 weeks (project timeline begins once all your initial financial data is received). | Do-it-yourselfers or people navigating a specific life transition. |
| Investment Management Only¹ | Continuous, low-cost institutional portfolio construction, automatic rebalancing, and tax-loss harvesting. | Busy professionals who want to delegate the day-to-day work entirely. |
| Combined Relationship¹ | The ultimate peace-of-mind package: continuous wealth management seamlessly integrated with ongoing financial planning. | Busy professionals who want to delegate the day-to-day work entirely. |
| TrueStar on Demand² | Hourly or specific, narrow project-based consulting on a single financial question. | Anyone needing a quick second opinion or narrow, targeted advice. |
Disclosures:
¹ Investment Management & Combined Fees: Ongoing asset management services are billed as a percentage of assets under management (AUM). Detailed information regarding our fee schedules, minimum account sizes, and billing practices can be found in our Form ADV Part 2A Brochure, which is available at the “Disclosures” link in our website footer.
² TrueStar on Demand: This is a limited-scope, hourly, or project-specific engagement. On-demand services are completed upon delivery of the specific advice or analysis requested and do not include ongoing portfolio monitoring, management, or continuous financial planning updates unless a separate agreement is signed.
2. Specialized Planning Programs
We don’t just do ‘general’ planning. We’ve built structured, tailored processes designed specifically for the unique complexities of our core client communities:
The TrueStar Retirement Readiness Plan
A dedicated program for pre-retirees and retirees (typically with $750,000 or more in investable assets) focusing on tax-efficient withdrawals, Social Security optimization, healthcare bridging before 65, and income modeling. Learn more by clicking here.
3. The TrueStar Estate Planning Integration
A complete estate plan, simplified.
An estate plan is crucial to protect your family, but it’s often the piece of financial planning that people procrastinate on the most. We’ve eliminated the friction by building estate coordination directly into our planning process:
- For Simple Estate Needs: If we determine your estate plan is straightforward, we provide access to a complimentary, state-specific estate plan through our partner Trust & Will to draft your wills, healthcare directives, and powers of attorney.
- For Complex Estate Needs: If your situation requires specialized trusts, tax planning, or complex asset structures, we will connect you with a trusted local estate planning attorney and coordinate with them directly.
- For Existing Plans: If you already have estate documents, we will coordinate with your current legal professionals to ensure your financial assets are perfectly aligned with your legal wishes.
Estate Planning Services & Trust & Will: Estate planning document preparation is provided through Trust & Will, an independent, third-party platform. TrueStar Financial Partners LLC is not a law firm, does not provide legal or tax advice, and does not draft legal documents. TrueStar Financial Partners LLC provides complimentary access to Trust & Will as an administrative convenience for clients with simple estate needs; however, we receive no referral fees, commissions, or financial compensation from Trust & Will for this integration. Clients are under no obligation to use Trust & Will and are encouraged to seek independent legal counsel for complex estate matters.
Let’s Chat!
Find a time that works for you using the Calendly link below. Or send us a message by filling out the form below the Calendly link, by sending an email, or giving us a call and we’ll get back to you.
Email: Kenny@TrueStarFP.com
Call/Text: 609-669-1137
Hi there, Thanks for getting in touch! We’ve received your message and will get back to you as soon as possible—typically within 1–2 business days. In the meantime, feel free to explore our site or check out our latest resources on financial planning and investing. Talk soon, Kenny Ginsburg, CFA®, CFP® Founder, TrueStar Financial Partners
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