True North
...according to your own axis.
Find Your Financial Direction
Welcome to a fresh approach to financial planning. At True North Financial Planning, our mission is to bring confidence, peace and stability to our clients and their financial lives, by delivering holistic financial planning advice and education customized for each situation. Wherever you are in your life, we partner with you to plan for your future, and empower you with the knowledge to make the right choices for your individual financial situation.
Our client relationships are grounded in open communication, transparency and education. As your fiduciary, we always work in your best interest to provide unbiased and objective advice. We are independent, fee-only, have no products to sell, and receive no commissions or referral fees. At True North, you are our client, not your money!
Multi-Disciplinary Approach
At True North, our focus is on your overall financial plan. Holistic financial planning involves a number of financial disciplines and associated professionals with expertise in specific areas. We take a comprehensive approach to managing the various elements of your financial landscape. Working to create an aligned team, we coordinate input from your accountants, estate planning or business attorneys, insurance professionals, and investment managers. You may be working with your own professionals, or we can make recommendations.
Focused on Your Financial Well-Being
Planning
Guidance
We’ll help you explore your goals and objectives, assess what’s possible and remove any roadblocks to success.
Financial
Organization
We’ll provide guidance to simplify and streamline your financial affairs to effectively manage your financial record-keeping and reporting.
Wealth
Coaching
We’re focused on providing you with the support and insight you need to get where you want to go by providing financial education and research.
Success
Advocacy
We’ll help you get the best values for your money and develop good financial habits to keep you you on track to achieve your goals.
Meet the Founder
Thomas C. Dettre, CPA, MBA, PFS
Founder & President
Tom earned a Bachelor of Science degree in Accounting from the University of Vermont in 1988, and later graduated with academic distinction from Bentley College with a Master of Business Administration-Finance degree. Tom has been a Certified Public Accountant (CPA) since 1994 and is a member of the American Institute of CPAs (AICPA), Personal Financial Planning Division, as well as the Vermont Society of Certified Public Accountants (VSCPA). Tom is also a Personal Financial Specialist (PFS). Additionally, Tom has served on the Boards of Directors of local non-profit entities.
Tom has more than 30 years of professional accounting and financial experience, encompassing personal financial planning, public accounting, and corporate financial management. As a licensed CPA, Tom upholds the CPA profession’s standards for financial knowledge, objectivity, and integrity. CPAs’ extensive training provides a solid foundation for financial planning. CPAs have an unparalleled understanding of how to help clients make sense of, and make the right decisions about, today’s complex tax, retirement, estate planning, investing, and insurance issues. Tom, and True North, will help make your financial plan “CPA Strong”.
Affiliations
