THE JOURNEY BEGINS

The 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.

In 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 forward. 

As 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. 

During 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™.