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LifeStage Planning

Our LifeStage Planning™ process is designed for clients who want to develop an overall map for their financial journey—with both long-term and short-term goals.

We begin the planning process by listening and getting a clear understanding of your financial picture including your view of money and investments, your current financial situation, and your life goals.  We are particularly interested in knowing when you want to retire, what retirement lifestyle you desire, and what kind of legacy you wish to create for future generations.

From your input, we build a financial profile, which helps us map out a comprehensive financial plan that is right for you.

A well-crafted financial plan addresses a broad range of financial issues including simple budgeting, tax strategies, estate planning, investments, business planning, and insurance planning.

Once you are satisfied with the initial financial plan, you may decide to implement it on your own as part of your current investment strategy or request that we help you get started. If you would prefer that we oversee plan implementation, you may want to consider subscribing to our True North Family CFO service.

LifeStage Planning™ Fee Schedule:

Monthly flat fee for LifeStage Planning varies depending on the scope and complexity of the financial plan.  For a standalone financial plan, our fee ranges from $83 to $300 per month.  We submit a quote to you for approval before initiating the plan.  Historically, our financial plans average around $166 per month—depending on complexity and time needed to complete the plan. LifeStage 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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