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.
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.
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™.