True North Family CFO
True North Family CFO offers a comprehensive service designed for clients who want a chief financial officer (CFO) to help them plan and manage all aspects of their financial life.
Once a financial plan is in place, the question that clients ask most frequently is: “Am I on the right track?” When you select True North Family CFO, we answer this question by doing an annual update of your financial plan. This annual review and update allows us to take stock of any changes in your financial picture—your available resources, needs, and goals. Then we put an updated financial plan in place to ensure that you stay on the right track.
A second key feature of True North Family CFO is our commitment to provide advice on any and all financial decisions you must make throughout the year. This service means that you have a financial consultant available to help you make sound decisions when you face financial challenges or opportunities. For example, you may need help with any number of issues such as these:
With True North Family CFO, you can have the peace of mind of knowing that financial advice is available whenever you need it for whatever reason.
If you would like True North to provide both financial planning and ClearPath Asset Management services, True North Family CFO may be the best option for you. For full service description, click on True North Family CFO.
- Handling a significant inheritance or financial windfall
- Coping with a financial crisis such as a serious illness, layoff, or natural disaster
- Leasing or buying a car
- Purchasing a second home or investing the money in the market
- Coping financially with the death of a family member
Additional Service Options:
To consider additional levels of service, check out ClearPath Base and ClearPath Preferred.