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Financial Planning

No one begins a journey of any significance without having a specific destination in mind and at least a pretty good idea of the route.  In fact, most of us spend considerable time and effort planning every trip down to the very last detail in anticipation of reaching our desired destination.  Because our financial journey is arguably one of our most significant endeavors, it’s all the more important that we not proceed without a clear plan. Whether you are many years away from retirement, nearing retirement age, or already retired, we can develop a plan to help you pinpoint your financial destination and a road map for reaching your goals—whether short-term, long-term, or issue-specific. At True North, we meet you where you are.  Some clients contact us for financial planning because they have an overarching issue for which they need to plan.  Others need a comprehensive financial plan that gives them a big picture for the long-term.  Still others need a comprehensive plan and expert help implementing their plan. To address each of these needs, we offer three service levels:
  • GoalCheck™ Financial Planning.  A GoalCheck Financial Plan is designed to be issue-specific.  For instance, you may need to focus on planning for college education or retirement, analysis of insurance coverage, or some other unique circumstance.  In this case, you may have a great overall financial plan, but you need a plan designed to address a specific issue.
  • Lifestage Planning™.  We work with you to understand your long-term goals and timeline and develop a plan designed to help you achieve your objectives. Lifestage Planning™ is more than the creation of a retirement plan, and it goes well beyond regular portfolio check-ups.  A Lifestage Financial Plan involves planning for all areas of your financial life, such as funding for college education, retirement and estate planning, money management, and analysis of risk insurance.
  • True North Family CFO.  In addition to helping you develop a Lifestage Financial Plan, with the True North Family CFO level of service, we are available to oversee implementation and provide ongoing consultation for the broader financial matters.
All our Financial Planning services are ongoing and can be renewed annually until your objectives are met.  

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Advisory services are provided through True North Global Research, Inc., d/b/a True North Capital Alliance, a Minnesota Registered Investment Advisor, with notice filing in Texas

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