True North Financial Planning Process

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Moving Ahead, Together.

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True North’s holistic approach to financial planning involves understanding and evaluating a person’s whole picture. We believe that important decisions should not be made in a vacuum, and the most successful planning outcomes are achieved when all areas of personal finances are integrated and working for your benefit. We employ organized, collaborative, and systematic approaches to financial planning. Our planning process is designed to reduce uncertainty, increase confidence, and lead to better outcomes, and thus build brighter financial futures.

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Multi-Step Financial Planning Process

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Financial planning is a continuous journey, not a one-time event. At True North, we have designed a multi-step financial planning process. This modular approach addresses the major financial planning topics relevant to you, over a series of meetings. Segmenting topics into bite-sized pieces allows us to break down complexity, promote understanding and facilitate input and dialogue. The result is an action-oriented, comprehensive and personalized set of planning solutions. How much emphasis will be placed on each step will vary for each situation. Throughout the process, you are at the center of the planning and decision-making.

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Foundation Planning Steps

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Assess

Goals & Priorities, Possibilities, Values

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Organize

Cash Flow Planning, Spending and Income Planning, Debt Management

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Plan

Tax Planning, Education Planning, Retirement Planning

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Protect

Insurance, Risk Management, Health Care Planning, Business Planning

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Build

Investment Management, Financial Independence

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Succeed

Estate Planning, Legacy Planning, Charitable Giving

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Peace of Mind

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As we go through the planning process, we help you find answers to planning questions or concerns you may have. A few common questions include:

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N	How can I best prioritize my financial goals, and balance competing priorities (i.e. college funding and retirement)?

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N	How much money will I need for retirement, and am I saving enough?

N	How can I best manage or reduce my spending and debt?

N	What tax planning opportunities are appropriate for me?

N	Are my investments structured properly to reflect my goals, time horizon, and risk tolerance?

N	Do I have the right insurance and risk management strategies in place?

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We’ll answer the tough questions together.

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