Every facet of your life shapes our approach

Your family, your goals, your aspirations – all of it is important to us. To truly act in your best interests, our comprehensive approach is intended to help you manage more than just your investments – it’s structured to encompass your life in its entirety.

The True North Process

Our framework helps you navigate the ever-changing tides of life. The True North Process combines our years of industry experience and guiding philosophy to help make sure all your bases are covered. As we work together, with your financial wellbeing in focus, this proactive approach to planning empowers us to anticipate the challenges and opportunities that lie ahead. Explore how The True North Process serves you.

Getting started as a new client

We believe that a sound fit is the key to sound results. For every new relationship we build, our goal is to ensure that partnership is a good match for everyone involved. We recognize as a new client you likely have questions – here are a few answers you may find useful:

Is there a formal process for getting set up?

We’ve designed a personalized client onboarding process to provide a strong foundation for a productive, long-term professional relationship.

We start with a 15-minute introductory call and a follow-up alignment call to help make sure we’re all on the same page. Following those steps, our team will review your financial situation and identify specific risks, gaps and opportunities. From there, we’ll work with you to craft a personalized plan with your objectives top of mind.

What’s our step-by-step plan for working together in the long-term?

Our comprehensive process is designed to take the guesswork out of the decisions surrounding your financial life. We personalize your experience from the get-go, helping you design, implement and manage a plan that works for you and your family. Learn more about the steps ahead.

Is there a minimum amount needed to open an account?

We kindly suggest a minimum of $500,000 in total investable assets across all the investment and retirement accounts you’d like us to support you in managing.

What does a typical planning conversation look like?

Our goal is to deliver a plan that’s personal and comprehensive. We believe that understanding you personally and what you hope to accomplish in life gives shape to your financial plan. While our initial discussions with you will certainly include in-depth discovery of your financial situation and investments, we genuinely want to get to know you too. After all, it’s our conversations and connection together that will help strengthen your financial plan over the course of time.