Over the course of our relationship, you’ll encounter family, friends, neighbors, or coworkers who are hitting milestones or making transitions that require significant financial decisions. You may hear from them that they’re uncertain about the state of the economy, they’re not confident in their current financial professionals, or they simply need some trustworthy guidance. True North is here to help those people that are most important to you.
Should you ever come across people in your life who find themselves in these sticky situations, we’re happy to meet with them and discuss their financial goals. We will conduct an initial, no-obligation meeting with them and decide if we are a good fit for each other. If not, we’ll make a recommendation for a trusted source that’s a better fit for their situation.