TRUNORTH PLANNING™

Beyond the TruNorth Profile™
Our comprehensive planning process is customized to meet the specific needs, desires, and circumstances of each of our client families. Because of this, no two client relationships are ever the same.  TruNorth Planning™ empowers our client families to make wise choices that agree with their personal values.

TNFinancial Clarity™
This component of TruNorth Planning™ helps us develop extreme clarity about your family’s current financial position. Typical planning is primarily goal oriented. Although TruNorth fully helps you develop your goals, we give equal time to understanding your precise financial situation as it exists today (precise net worth, precise income, precise values of each individual asset and liability). Sometimes it may even be necessary to have an evaluation by professional appraisers, if one has not been done recently. The gap between where a family is today and where they want to be is revealed, and once this clarity is established, the family is more motivated in taking the simple steps to close the gap.

Who can benefit from TruNorth Planning™ ?    
Families who have the distinct combination of significant financial resources along with a strong desire to make wise choices will benefit from TruNorth Planning™. The greater the family’s financial resources, the more choices they have available to them in planning. Coupled with a strong moral compass, complexity increases tremendously, hence the need for TruNorth Planning™.