Different by Design
At True North, I provide fee-only financial planning and advice to families and individuals who are seeking an alternative to the typical investment-focused relationship that often falls short of expectations. True North offers a relationship focused instead on helping clients gain a better understanding of their financial lives, and make better informed financial decisions.
As an independent financial professional, I believe that clients deserve to work with a financial advisor that always places their client’s interests first. This is the essence of the Fiduciary Standard, and is the foundation on which True North was built. Furthermore, as a CERTIFIED FINANCIAL PLANNING™ professional I am legally required to uphold the fiduciary standard.
True North is a fee-only planning and advisory firm for two important reasons. First, we’ve chosen to provide ongoing planning and advice to our clients on a fee-only basis because we believe strongly in transparent compensation. We believe that every client has the right to know exactly what the full cost of working with their advisor is, and the benefits they receive. Secondly, charging a flat fee for ongoing planning and advice reduces conflicts of interest and creates a shift in overall focus from simply managing investments to helping our clients make better-informed financial decisions.
Below is a copy of the Fiduciary Oath that guides our core principles and is at the center of all our client relationships:
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