Trū is here!
I am so excited to share what I’ve been up to the last several months and the story of how Trū came to be...
Brand personality moodboard through Lab Creative
Logo & website design by Lab Creative / Website photography by The StudioRo
At Trū Insurance & Investment Solutions, we help cultivate a positive money mindset to live a confident and joyful life.
When I embarked on the journey to launch a financial services practice, I was very clear on the vision and the value I wanted to provide to clients ~ to share knowledge, to empower, to bring joy to the journey and to be an unbiased trusted guide. From my early years as a financial advisor to my years on the corporate side of the financial services business, I knew my passion for helping people was a driving force. And not in a transactional way...rather by earning the trust of people, helping them navigate their personal money story and being there as a trusted guide through the important life moments.
The name Trū…
As I thought about what I had learned over the years, the values that are important to me and how I wanted clients to feel when working with me, I wrote down these words - it is important that all aspects of my practice exude who I am and how I will operate.
Genuine Trustworthy Optimist
Empathetic Calm (with a hint of fun & crazy) Curious
Methodical Optimistic Joyful
Okay - so back to the name...one beautiful fall day, my sister-in-law Beth and I were sitting by the pool talking about my business vision, the values that were important to me and how to come up with a business name that could represent it all in a simple way. Now, I had been jotting down potential names for a few months but I had not found “the one” yet. So who better to brainstorm with than with someone who knows me so well but also brings an outside perspective. And the cherry on top ~ Beth has a beautiful artistic mind and is an English major! That evening, I received a text from Beth with “Trū” as a name suggestion (with Beth's permission, I am sharing the text she sent to me). It felt so aligned to the values, authentic and had a beautiful simplicity. I did let it ruminate for a few days, but when you know, you know - Trū it became.
Bringing Trū to life…
I quickly realized there was no “manual” or best practice guide for setting up an independent financial practice (I have been keeping notes of all the things I have done along the way to set up shop. Maybe it will help someone else at some point down the road). I digress.
When I say independent, for me this was the key to being an unbiased trusted guide. Meaning I would have the platform to offer various solutions from various companies in the market place across both insurance & investments...clients will have options & choice and I won’t be pushing one company or one product. And to be clear, I won’t be pushing anything :) not my style! But you get the gist.
Unbiased advice is one thing, but unbiased advice + unbiased solutions was a non-negotiable for my practice.
What to expect…
Aside from leading a modern, forward thinking practice, relationships are my jam! I look forward to building amazing relationships with my clients! I am a people person and thrive on meaningful relationships.
I have a strong desire to stay connected to my Trū community and to share knowledge and tips in really simple ways. I have set up Trū pages on a few social sites...please be patient & kind with me as I get comfortable with this forum. It is a less comfortable space for me than in person face to face action, but I will try my best to make it helpful & relevant. I am also exploring more opportunities to connect & share and am always open to hearing what would be helpful (reach out and share ideas anytime) ~ I have tossed around live sessions on various topics, new grad sessions, in person workshops...oh and my daughter is killing me with the pressure to do some finance tiktoks:)...I will keep noodling on these!
So, stay tuned to this evolution. I’ll also share more about my entrepreneurial journey and the lessons I’ve learned along the way. You can sign up for my newsletter to get updates direct to your inbox. I promise I won’t send them out too often, I know we all get too many already, but so appreciate your interest in staying connected.
Take a tour of our new website and feel free to book a call to discuss working together!