At True North Investments,
We’re here to help you reach your financial goals and guide you through the complexities of planning for your retirement. Many people aren’t sure they are making the right choices with their money. Our process gives clients a 360 degree view of their finances. As a result, our clients have the confidence to know that they are making the best decisions with their money. Clients move from financial uncertainty to clarity and confidence as we guide them every step of the way.
Contact us today to find out more about our financial planning process and learn how a sound financial plan can help you achieve your goals.
Let us help guide you toward a worry- and stress-free retirement. Here is our 3 step approach:
1. Meet with Summer or Aaron
We will sit down and have a complimentary assessment of your current financial progress and find out how we can best guide you.
Using our client-centered approach, we seek to help you design a framework that allows you to pursue financial security during the next phase of your life. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you in building a solid financial foundation that will stand the test of time and build wealth for you and your family.
During our initial meeting, we will take time to learn about you and what financial goals are important to you. We will explore many areas of your life to include investments, insurance, estate planning, and taxes.
2. Custom Success Report
We will gather statements and ask questions so we can create a report that will show you if you are on track to reach your financial goals.
Our goal-based financial planning approach is designed to help you find your True North by defining customized short and long-term goals. We can identify any roadblocks or gaps that might impact the success of your financial goals.
Our process is based on two key aspects of financial security: asset protection and wealth creation. The plan must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. We will work together to assess your total financial planning needs.
3. Help You Execute the Report
We will show you the results of the success report and plan a way to achieve your goals. The customized report will give you a roadmap showing the steps needed for you to reach your financial and retirement goals.
We will continually monitor your plan to ensure it meets your constantly changing needs. We accomplish this by having regularly scheduled reviews to address your ever-changing financial picture.