Our Services
Goal & Priority Setting
What is your vision for the future? Before we can begin planning, we have to know what we're planning for. We help you define your goals and prioritize what maters most.
Consolidate, Organize, & Optimize
Over time your financial picture can grow overly complex and scattered. We help you simplify your financial life so you're in control and more connected with your money.
Cash Flow Analysis & Budgeting
Understanding what you spend and save is vital to your financial health. We help you understand how you use your money and adjust, when needed, to align savings with future goals.
Life Planning & Financial Strategy
What is the best path for you to reach your goals? We advise you on your options, make recommendations, and help you implement financial strategies to accomplish your goals.
Risk Management & Asset Protection
Risk comes in many shapes and sizes. We help you understand these risks and discuss your options on how they can be mitigated or eliminated.
Investment Management
Investing may be the most important tool to help you accomplish your future goals. We help you understand and implement an investment approach best suited for your goals.
Employer Benefits & Retirement Plans
Employer benefits often include invaluable tools and resources that can help you accomplish your goals. We help you understand how these benefits fit into your overall financial picture and leverage them.
Retirement Planning
What does your future retirement look like? We help you define, prepare for, and navigate your retirement sucessfully
Tax & Estate Planning
We help integrate tax and estate planning into your financial picture by collaborating with your trusted professionals
Step 1: Fit Call
How it Starts
Our first step is to connect over the phone to introduce ourselves. This 20-30 minute call is an informal conversation to learn about you and your goals/ concerns and to answer any questions you have about working with True North.
Step 2: Free Planning Consultation
Test drive our client experience
Before entering into a formal client agreement, you recieve a free planning consultation to help assemble and review your current financial details. The consultation takes place over two meetings, with two tasks to complete in between. After our second meeting, you'll receive three valuable resources that provide insight into your current financial picture:
Financial Picture
A snapshot of your current financial picture (Assets & Liabilities)
Cash Flow Statement
Details your income, expenses, and savings
Action Items
A list of high-level thoughts and observations about how to improve your financial picture
Step 3: New Client Onboarding
Our Next Steps
Following our free planning consultation, if you decide you'd like to work together we provide client agreements to formalize our relationship. Once the paperwork is signed, we finish gathering the remaining information to fill in the finer details of your financial picture, and schedule our next meeting(s) to review, discuss, and implement reccommendations and improvements.
Becoming a Client
The Path Ahead - Onboarding Process
The process of selecting a financial professional can be confusing, and people are often required to make an important decision with very little information. Our onboarding process is designed to be convenient and provide you with a clear understanding of our services, fees, and overall client experience.
Expect More
True North was founded to help serve the needs of those searching for something more from their advisor.
In addition to financial planning and investment management, our clients look to us for help navigating life's challenges and guidance on how to best use their resources to live the most fulfilling lives.
Our Clients
We partner with individuals and families who want to focus their efforts on how to live the most gratifying lives, not on amassing the largest net worth possible. We specialize in working with busy professionals and small business owners who prioritize how they want to spend their time.