Our Process

BALANCED, INTEGRATED, & SUSTAINABLE WEALTH SOLUTIONS.

Imagine everything in your financial life integrated and working together. Leading a team of highly specialized micro-managers is your very own financial advocate weighing the advantages and disadvantages, and opportunity costs of each financial decision you make, and its impact on your life as a whole. We are changing the conversation about money, we’re moving from product-focused to process-driven, and from hunches, guesswork and uncoordinated transactions to calm, fact-based decisions you can have confidence in. Our priorities are truth and transparency, and that is what you’ll find at the heart of our proprietary process Empowered by GENIUS.

Circular infographic from Truvium Financial Group illustrating the “G.E.N.I.U.S.” financial planning model. The circle is divided into six colored segments, each representing a step: • G. Goal Setting: “Goal setting and data gathering” (green) • E. Efficiency: “Finding efficiencies and inefficiencies in your financial world” (orange) • N. Navigating: “Navigate through an economic model” (blue) • I. Integrating: “Integrating and coordinating all the components of your financial model” (dark blue) • U. Utilizing: “Utilizing velocity of money concepts” (teal) • S. Synchronise: “How does this all synchronize” (yellow) Truvium Financial Group logo is centered in the middle of the circle.

EMPOWERED BY GENIUS

We, the stewards of your financial future, are intent on not just building wealth, but protecting it and preserving it to ensure your legacy. Backed by science and math, Empowered by GENIUS is a holistic approach to personal finance that integrates all the professionals in your life.  And instead of working at cross-purposes, all are synchronized, on the same team – coordinated by your Truvium macro manager, whose primary focus is providing you with the ultimate confidence, potentially freeing you to enjoy your wealth on your own terms.

STEP 1: Goal Setting

This is where your journey begins. We take time to deeply understand your personal and financial goals, family dynamics, and unique priorities. By gathering the right data up front, we ensure that every next step is aligned with what matters most to you.

STEP 2: Efficiency

We examine your current financial structure to identify where money may be slipping through the cracks. Through a strategic audit of cash flow, taxation, protection, and a custom Financial Model, we help you uncover hidden inefficiencies and untapped opportunities.

STEP 3: Navigating

Using this economic model, we illustrate the flow and function of your financial decisions. This step brings clarity to complex choices and helps you visualize and understand how to optimize your financial world.

STEP 4: Integrating

Here, we bring together every piece — income, investments, insurance, taxes, estate planning, and more — into one cohesive financial strategy. Our team works to ensure each asset is established with the whole picture in mind.

STEP 5: Utilizing

We apply advanced financial principles used by the top 1% — such as the velocity of money — to amplify your results. This is about making your dollars do more, optimizing movement and leverage without increasing risk.

STEP 6: Synchronize

We ensure every part of your financial life stays in harmony—updating your strategy as life changes, markets shift, or new opportunities arise. Our ongoing process keeps your plan aligned, proactive, and forward-focused.

Principles of Empowered Economics