Getting Started With TrueNorth
We are happy to meet with you to learn more about each other and help you determine if TrueNorth is a "good fit" for your needs. Then, if you are interested in talking further, we can schedule a second consultation to share preliminary thoughts on strategies we think could best help you achieve your objectives. These preliminary consultations are complementary and can be scheduled at your convenience. Wealth Management clients are asked to complete a Client Profile and answer a short Risk Questionnaire prior to our second meeting. This information helps to ensure that our recommendations address your long-term financial needs and are in alignment with your risk profile.