Your financial picture starts here
Most people never see their
complete financial picture.
Today you change that.
complete financial picture.
Today you change that.
Your specialist believes everyone deserves
a clear, honest view of where they stand financially — income, savings, equity,
retirement, and a real plan for what to focus on next.
That's why they shared TruFolio with you.
Free. Private. Takes about 10 minutes.
64%
of Americans have no written financial plan
Schwab Modern Wealth Survey, 2024
61%
are living paycheck to paycheck right now
LendingClub Report, 2023
35%
feel trapped in a cycle of debt
Ramsey Solutions, Q4 2025
🔒 What TruFolio will never ask for
No Social Security numbers. Ever. We calculate your financial picture using the numbers you provide — nothing that can identify you to a third party.
No bank account numbers, passwords, or login credentials. TruFolio does not connect to your accounts. You enter your numbers manually and stay in complete control.
No selling your data. Your information is never sold to advertisers, data brokers, or third parties. Ever.
📤 How your information is shared
When you complete your financial picture, your summary is shared with
your specialist — the licensed professional
who invited you — so they can follow up with personalized guidance based on
your real numbers. Your information is shared with them only.
⚖️
Privacy is legally required — not optional.
Licensed financial professionals are bound by federal law (the Gramm-Leach-Bliley Act)
to keep your information confidential. Misusing client data is grounds for immediate
license revocation, civil penalties, and criminal liability. This is a stronger protection
than any privacy policy.
🛡️
They cannot share your information.
Licensed professionals are prohibited by law from sharing your financial information
with other companies, family members, or anyone else without your explicit consent.
This applies regardless of what you share with them.
📋
They are held to professional conduct standards.
Licensed professionals must recommend solutions appropriate for your specific
situation and financial goals — not just what benefits them. Their license
depends on it.
🎯
The conversation that follows is a consultation, not a sales pitch.
Your specialist has your complete financial picture before the first conversation.
That means less time gathering information and more time discussing what actually
matters for your situation.
→
I'm ready — show me my financial picture
Free · No account required · Your data stays on your device
From your specialist
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What to expect in TruFolio
About 10–15 minutes — pause and come back anytime, your progress is saved
Six focused steps — income, expenses, debts, mortgage, retirement, and your complete picture
Earn a Financial Clarity Score as you go — see exactly where you stand
A personalized Game Plan at the end — what to focus on first, specific to your numbers
→
I'm ready — show me my financial picture
Free · No account required · Your data stays on your device