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We're Here to Make Financial Planning Simple

TrussPoint Financial was founded on a simple belief: growing families deserve clear, honest financial guidance without the confusion or pressure.

Our Mission

We exist to help growing families stop guessing and start building. Whether you're protecting your family today or planning for wealth tomorrow, we provide the clarity and confidence you need to move forward.

No jargon. No pressure. Just straightforward guidance tailored to your family's unique situation.

Financial planning meeting with family discussing their financial goals

Our Core Values

These principles guide every conversation, recommendation, and relationship we build.

Clarity First

We cut through financial jargon to give you clear, actionable guidance you can actually use.

Family-Focused

Your family's unique needs drive every recommendation we make—no cookie-cutter solutions.

Education-Driven

We empower you with knowledge so you can make confident financial decisions for your future.

Fiduciary Standard

We're legally and ethically bound to put your interests first, always.

Meet the Founder

Led by someone who understands the challenges growing families face.

Michelle Schee, CFP® - Founder and Lead Financial Planner at TrussPoint Financial

Michelle Schee, CFP®

Founder & Lead Financial Planner

With over 15 years of business experience, Michelle founded TrussPoint Financial to help families navigate the complex world of personal finance with confidence and clarity.

As a mother of two, Michelle personally understands the financial pressures and decisions growing families face—from life insurance to college savings to retirement planning.

CFP® Certified15+ Years ExperienceFiduciary Advisor

Ready to Get Started?

Let's have a conversation about your family's financial future—no pressure, no obligation.