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How Secure Is Your Financial House?
Financial planning is a lot like designing a house. The safe, thick-walled basement is where you store and safeguard your wealth against loss (IN-Case). The main floor (where you eat and relax and spend the most time as a family) represents your passive income and cash flow in retirement, funded using financial vehicles specially designed to provide guaranteed income or predictable cash flow for the remainder of your life (IN-Come).
Once the basement and main floor are completed and fully funded, you can begin to build the top floor with more aggressive investments to grow your wealth (IN-Crease). Working together, these various floors and rooms give your financial plan TrueAssetAllocation™ and TrueDiversification™.
Second Edition
Coming Soon!
What Makes This
Book Special?
Building a Solid Foundation for TrueWealth is a detailed financial planning framework to help you make appropriate, informed decisions for your future. As a longtime educator, Steve Haroldson understands the mistakes many people make when planning for retirement, and here he presents an easy-to-understand method for financial decision making.
The traditional financial theories are outdated; with uncertainty in the market and underperformance of many pension plans, retirees need a new approach to managing their future. Within the pages of his book, you'll discover an approach that will help you choose from a variety of unconventional financial strategies to reach your retirement goals.
"I thought I had covered all my bases for financial planning. When I read Steve's book, I realized my need for a more personalized and unique financial strategy for my situation."
- R. Fernandez
"Steve's book showed me just how impersonal and outdated the traditional retirement wisdom is today. We sat down for a meeting and before the end of it we had a unique plan sketched out to address my specific wants."
- A. Garabino
Meet Steve
Author and President of TrueWealth Financial
Steve Haroldson has been an adjunct professor with the Community Colleges of Spokane and teaches a Retirement Readiness Boot Camp there. Steve earned his MA Ed at Eastern Washington University in 1985, specializing in Instructional Communications.
Combining decades of teaching experience with creative financial strategies, Steve provides a unique, learning-focused approach to tax-free retirement cash flow and income planning.
Outside of work, he spends time with family hiking and biking the beautiful mountains of Northeastern Washington State. He also enjoys writing, singing, classical guitar, woodworking, reading, photography, and gardening.
Steve is an accomplished musician and was a singing entertainer and low brass musician in the Air National Guard Band of the Northwest for twenty-six years, from which he retired in 2012 as Senior Master Sergeant.