journey begins with the development of your personal TruNorth Profile™.
This unique experience empowers all of the client families we work with
to determine clearly what steps should be taken next in their planning.
the initial TruNorth Profile™ meeting, we will spend a couple
of hours in thoughtful conversation, beginning to develop clarity around
your personalized family vision. Helping us understand the things
that motivate and energize you is one of the key components in our firm’s
ability to effectively lay the foundation for serving you as we move
a result of the TruNorth Profile™, we will develop and present
your customized Priority Matrix. This tool will help you to determine
the areas of planning where you can confidently make a choice immediately,
as well as the areas where additional clarity may be needed in order
to confidently take the next step.
this process you also will fill out and receive a personalized evaluation
of our TruPlanning Inventory. This allows us to understand more
deeply your wishes and expectations for the future, as well as the differences
that may exist between spouses in these expectations. Many of our
clients have told us that the TruPlanning Inventory alone would have been
worth taking part in the TruNorth Profile™.