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September 2023 by Dana Bender
Fantastic people. We have such trust in them and feel that peace of mind you hope for when you seek financial guidance.
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September 2023 by Lauren Todd
As a recent graduate and career changer, it would have been easy to view professional financial planning as a luxury meant for “other” people - people closer to retirement, or in a higher income bracket, or who just collected a large inheritance. The idea of laying out your financial life in front of another person is intimidating, too, particularly when you know your spending and saving habits haven’t been flawless. I am SO glad I didn't let those thoughts stop me from contacting this office. If you're on the fence about working with a CFP, at the very least, request a consultation from True Blue. My initial consultation call with Vicki Holt convinced me to take the plunge and become her client. During that first call, I shared an overview of my “big picture”, including my main financial goals and worries, and asked a lot of questions. Vicki was transparent, knowledgeable, and thoughtful in her responses. At no point did I feel rushed, pressured, or judged in any way. That professionalism and understanding has shone through in every interaction we've had since.Particularly if you're early on in your career, working with a CFP who truly understands your life and priorities has the potential to save you tens to hundreds of thousands of dollars (or more) over the course of your working life. Their services are an investment in your own financial stability, and what you get is so much more insightful and powerful than any boilerplate advice or self-serve tool out there. For example, Vicki showed me that, just by redistributing what I’m already contributing to my existing retirement accounts, I could potentially save nearly $1 million more by the time I’m eligible to retire. The plan she prepared for me included projections for multiple what-if scenarios to consider for long-term planning. It’s a living document that can be updated whenever my situation changes, or I just want to weigh the potential impact of a change I’m considering. I also now have lifetime access to monitoring/budgeting tools that can double as an easy reference point for future planning meetings in the years ahead.In short, my experience as a client here has been 100% positive - absolutely worth every penny and every minute.
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August 2023 by Lauren Haley
As a recent graduate and career changer, it would have been easy to view professional financial planning as a luxury meant for “other” people - people closer to retirement, or in a higher income bracket, or who just collected a large inheritance. The idea of laying out your financial life in front of another person is intimidating, too, particularly when you know your spending and saving habits haven’t been flawless. I am SO glad I didn't let those thoughts stop me from contacting this office. If you're on the fence about working with a CFP, at the very least, request a consultation from True Blue. My initial consultation call with Vicki Holt convinced me to take the plunge and become her client. During that first call, I shared an overview of my “big picture”, including my main financial goals and worries, and asked a lot of questions. Vicki was transparent, knowledgeable, and thoughtful in her responses. At no point did I feel rushed, pressured, or judged in any way. That professionalism and understanding has shone through in every interaction we've had since.
Particularly if you're early on in your career, working with a CFP who truly understands your life and priorities has the potential to save you tens to hundreds of thousands of dollars (or more) over the course of your working life. Their services are an investment in your own financial stability, and what you get is so much more insightful and powerful than any boilerplate advice or self-serve tool out there. For example, Vicki showed me that, just by redistributing what I’m already contributing to my existing retirement accounts, I could potentially save nearly $1 million more by the time I’m eligible to retire. The plan she prepared for me included projections for multiple what-if scenarios to consider for long-term planning. It’s a living document that can be updated whenever my situation changes, or I just want to weigh the potential impact of a change I’m considering. I also now have lifetime access to monitoring/budgeting tools that can double as an easy reference point for future planning meetings in the years ahead.
In short, my experience as a client here has been 100% positive - absolutely worth every penny and every minute.
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February 2023 by Cathy Klaer
I am very pleased with the professionalism, honesty and knowledge of the staff of True Blue Financial. I work with Victoria Holt who over the years has helped me plan for my retirement. She also have given me guidance on ways to invest for my grandchildren's educational portfolio. She checks in with me yearly and is always open to meeting spontaneously if I have concerns or questions. I feel she looks out for me financially and trust she gives me financial guidance that will best fit my needs. I would and have recommended friends to invest with True Blue Financial.
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February 2023 by Brad Owen
Ever since moving my retirement assets to Luke Brown and his fanstastic team at True Blue Finanacial, I have renewed confidence in financial planners and the value of the service they provide. Luke has proven to be a first class finanacial planner with immense amounts of experience in his craft. He is trustworthy, honest, and attentive to all of my financial investment needs, whenever and from wherever I need his assistance. He and his team always go above and beyond my expectations to address my concerns and ambitions. I cannot express enough the confidence I have that they will also meet and exceed your epectations for a mutually successful future. Do not hesistate to give them a chance.
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February 2023 by Jenn Mitchell
True Blue Financial has been amazing in helping my husband and I with our finances and investing. There are so many things to choose from and our advisor, Nicole Coar, was amazing at helping us find what best suited our needs/wants. A truly welcoming place and they help break such an overwhelming thing down to be easier to understand!
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February 2023 by Laura Goos
True Blue Financial is a fantastic organization of professional Financial Advisors. Our advisor, Nicole Coar, is a confident and expert financial professional. She has helped us as well as guided my parents in their estate planning needs.
