Pro-Bono

Fiduciary Peace of Mind
Acting in Your Best Interest, Always

No Insurance Sales. No Commissions. Just Expert Advice.

Streamlined Engagement

The Foundation Audit

$299 one-time fee

Tax Strategy

Bring clarity to your taxes.
  • ✦ Prior Year Efficiency & Error Review
  • ✦ Missed Opportunities or Deductions Analysis
  • ✦ Overview of Tax Strategies
  • ✦ Personalized Tax Reduction Recommendations

Who should pick this?

You're a high earner who has a nagging feeling you're leaving money on the table at tax time — but you haven't had anyone actually verify it. This audit gives you a clear, expert answer on whether your tax strategy is working as hard as your income.

Request Audit
Limited Monthly Openings
Advanced Strategy

The Premier Roadmap

$5,999 one-time fee

Portfolio Review

Feel confident your money is working as hard as you do.
  • ✦ Comprehensive Asset Allocation Report
  • ✦ Custom Risk Metric Identification
  • ✦ Deep Insights into Current Holdings

Advanced Tax Strategy

Keep more of what you earn for the people you love.
  • ✦ Prior Year Efficiency & Error Review
  • ✦ Missed Opportunities or Deductions Analysis
  • ✦ Current Year Projections (No Tax-Time Surprises)

Retirement Planning

Find peace of mind knowing exactly when you can be financially free.
  • ✦ Custom Retirement Projections (Know if You're On Track)
  • ✦ Integrated Net Worth Statement

Cash Flow

Take the stress out of your daily spending.
  • ✦ Discounted access to powerful budgeting and cash management software

Who should pick this?

Your finances are complex, and you are looking for a comprehensive one-time engagement. Experience less money stress through a deep-dive roadmap that organizes major financial moving parts of your life.

Secure Roadmap

To maintain our high standard of attention and care, we limit the openings of our Premier Roadmap each month.


Limited Space Available
Ongoing Relationship

Private Wealth Partnership

Starting at $600/mo

With pricing starting at $7,200/year, you'll receive everything in The Foundation Audit & Premier Roadmap, but with ongoing planning support:

Ongoing Support

Always have a trusted expert in your corner.
  • ✦ On-demand access to dedicated CERTIFIED FINANCIAL PLANNERS®
  • ✦ Full Planning Software Suite
  • ✦ Continuous Portfolio Management & Rebalancing

Cash Flow

Simplify your life with proactive management.
  • ✦ Access to High-Yield Cash Account
  • ✦ Advise on Charitable Giving Strategy

Estate Planning Strategy

Protect your legacy and the ones you care about most.
  • ✦ Coordination and review of estate plan and beneficiaries

Insurance

Rest easy knowing you're covered without the sales pitch.
  • ✦ Objective Insurance Review (No product sales)

Who should pick this?

For those looking to take the worry out of money and have a trusted, go-to financial guru. Regain your peace of mind with an ongoing fiduciary partner who proactively manages the complexity while you focus on what matters.

Establish Partnership

We pride ourselves on being a boutique firm that gives customized personal attention to our clients. To provide our clients the best service, we limit our total number of clients.

Diagnostic Engagements

At TruMix Advisors, our Foundation Audit and Premier Roadmap are project-based services. We provide a surgical, fee-only analysis to give you the clarity and relief of knowing exactly where you stand.

To maintain our high standard of attention and care, we limit the openings of our Premier Roadmap each month.

The Wealth Partnership

The Private Wealth Partnership is our flagship ongoing relationship. This is a commitment to continuous advocacy, proactively managing tax, estate, and investment complexity to ensure you remain worry-free.

We pride ourselves on being a boutique firm that gives customized personal attention to our clients. To provide our clients the best service, we limit our total number of clients.

Our Clients Love Us!

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Simple & Straightforward

What Happens Next

No surprises, no pressure. Here's exactly how your engagement unfolds from start to finish.

1
📅
Book Your Call
Select a time that works for you. You'll receive a confirmation with a link to our secure client portal to submit your documents before the meeting.
2
🔒
Upload Your Documents
Securely upload your two most recent tax returns through our encrypted portal. That's all we need to get started — our team handles the rest.
📄 Two most recent tax returns (Form 1040 + schedules)
3
💬
Your 30-Minute Meeting
Meet via video with one of our Certified Financial Planners®. We walk through our findings, share specific recommendations, and answer your questions — no sales pitch, just straightforward advice.
⏱ 30-minute video meeting  ·  CFP® led
Encrypted & Secure Portal

Met with a CFP®

No Obligation to Continue

No Commission Sales
1
📅
Book Your Call
Select a time that works for you. You'll receive a confirmation with a link to our secure client portal, which will guide you through everything we need to prepare a thorough roadmap.
2
🔒
Upload Your Information
Our secure portal walks you step-by-step through what to submit. Because the Premier Roadmap covers your full financial picture, we'll gather more than just tax returns — the portal makes it easy.
📋 The portal prompts you through everything we need to get the most out of your session
3
💬
Your In-Depth Meeting
Meet via video with one of our Certified Financial Planners®. We cover your full financial picture — taxes, retirement, investments, and cash flow — with time reserved for your questions. Complexity varies, so we set aside up to two hours.
⏱ Up to 2 hours  ·  CFP® led  ·  Comprehensive & unhurried
Encrypted & Secure Portal

Met with a CFP®

No Obligation to Continue

No Commission Sales

Common Questions

Frequently Asked Questions

Straightforward answers before you book — because you shouldn't have to guess what you're signing up for.

About the Engagements
The Foundation Audit is a focused, 30-minute tax review. You upload your two most recent tax returns and we analyze them for efficiency gaps, missed deductions, and opportunities — then deliver clear, personalized recommendations in your meeting.

The Premier Roadmap is a comprehensive, all-in engagement covering your full financial picture: taxes, investments, retirement projections, net worth, and cash flow. We reserve up to two hours for this session, and the depth of preparation we do beforehand reflects that.
The Foundation Audit meeting is 30 minutes. The Premier Roadmap meeting is scheduled for up to two hours, though the actual time depends on the complexity of your situation — we won't rush you, and we won't waste your time.
Both engagements are run by our CERTIFIED FINANCIAL PLANNERS® — not salespeople, not junior associates. CFP® professionals are required to meet rigorous education, exam, experience, and ethics standards. You're meeting with someone who has earned the right to give you this advice.
Your Information & Privacy
Yes. All documents are submitted through a secure, encrypted vault — the same level of security used by financial institutions. Your information is never transmitted via email and is only accessible to the TruMix advisors preparing your engagement.
For the Foundation Audit, just your two most recent tax returns (Form 1040 and any schedules). That's it.

For the Premier Roadmap, we'll need a broader picture of your finances. After you book, our secure portal will walk you step-by-step through exactly what to upload — no guesswork required.
Sales & Ongoing Commitments
No. These are standalone, project-based engagements. We'll deliver our findings and recommendations, answer your questions, and that's the end of the transaction. If you want to explore an ongoing relationship after, that conversation is always available — but it will never be pushed on you. Straightforward advice is what you came for, and that's what you'll get.
Never. TruMix Advisors is a fee-only, fiduciary firm. We do not sell insurance products, earn commissions, or receive any compensation from third parties. Every recommendation we make is based solely on what's in your best interest — that's the legal and ethical standard we hold ourselves to.
Is This Right for Me?
CPAs are excellent at filing your taxes accurately. That's a different job than optimizing your tax strategy. A CPA's job is compliance — making sure what you owe is correctly reported. Our job is to look at your full financial picture and identify what could be structured differently to reduce what you owe in the first place. Many of our clients come to us with a CPA they trust and keep — we complement that relationship, we don't replace it.
In our experience, simpler-looking situations often have the most overlooked opportunities — precisely because no one has looked closely. Straightforward income with standard deductions can still contain missed retirement contribution strategies, suboptimal account structuring, or deductions that weren't taken. The absence of complexity doesn't mean everything is optimized.
Possibly — and you'll know for certain after the audit. If your strategy is truly well-optimized, we'll confirm that and you'll walk away with confidence instead of wondering. If there are gaps, you'll have a clear path to address them. Either way, knowing is more valuable than guessing.
Still have a question?

We're happy to answer anything before you book. Reach out directly or go ahead and reserve your spot — there's no obligation until you're ready.

Book Foundation Audit Book Premier Roadmap

Our Commitment to Transparency

Curious about TruMix Advisors and want to learn more? Watch these short videos to understand our process, our philosophy, and exactly how we work for you.

Welcome to TruMix

The Client Experience

The Planning Process

Investment Philosophy

Understanding Our Fees