Financial Clarity Starts Here
Build a strategy rooted in your values.
A Better Way to See Your Finances
The Living Balance Sheet® helps you organize and align your full financial world—so your strategy supports what matters most. We use it to:
- Organize your income, assets, debts, and insurance
- Identify blind spots and missed opportunities
- Make informed decisions based on your entire financial picture
- See how protection, assets, liabilities, and cash flow work together
Meet Merrick Robison
Merrick Robison supports individuals and families who care about doing things the right way—thoughtfully, proactively, and in alignment with their values. His work is rooted in long-term relationships and a strategy-first approach that emphasizes clarity, protection, and steady progress.
Merrick is a financial representative with True Wealth Strategies, a member of The Guardian Network®. Based in Skokie, IL, he shares life with his wife and young son. He’s active in his church and local community, and brings the same attention to detail to financial strategy that he brings to his woodworking projects and creative pursuits.
Start with a Complimentary Family Assessment
If you're ready to gain clarity and take control of your finances, we’ll help you identify key goals and potential blind spots—then build a plan from there.
Not Sure Where You Stand Financially?
Create your complimentary Family Scorecard to see how you’re doing in key areas like protection, savings, debt, and more.
