In this episode of RIA Collective, Rachael Burns shares the life-changing events that led her to leave a successful team at Ameriprise to start her RIA, True Worth Financial Planning.
When we're young, we may not understand how precious our time is. For Rachael, family health issues made her take inventory of life and understand that starting her RIA created the flexibility she needed.
Charlie and Rachael talk about her experience at Morgan Stanley, Merrill Lynch, and Ameriprise before starting True Worth FP. They chat about life-changing events and how independence served Rachael, her family, and her clients in so many meaningful ways.
About Rachel
Rachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women achieve financial independence after divorce or the death of a spouse. Through her own personal experience navigating trauma and finances, she found her calling -- to support and empower other women during the most challenging transitions of their lives.