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.
Goals & Priorities, Possibilities, Values
Cash Flow Planning, Spending and Income Planning, Debt Management
Tax Planning, Education Planning, Retirement Planning
Insurance, Risk Management, Health Care Planning, Business Planning
Investment Management, Financial Independence
Estate Planning, Legacy Planning, Charitable Giving
How can I best prioritize my financial goals, and balance competing priorities (i.e. college funding and retirement)?
How much money will I need for retirement, and am I saving enough?
How can I best manage or reduce my spending and debt?
What tax planning opportunities are appropriate for me?
Are my investments structured properly to reflect my goals, time horizon, and risk tolerance?
Do I have the right insurance and risk management strategies in place?