Becoming a Client

BECOMING A CLIENT

The First Step – Initial Inquiry
You’ve already taken the first step by visiting our website. After you’ve had a chance to review our introductory materials, if you feel there may be a good fit between your needs and our services, please feel free to e-mail or give us a call to discuss setting up an introductory meeting.

The Next Step – Introductory Meeting
The complimentary meeting is designed to help both of us evaluate if there is a solid basis for establishing a client/planner relationship. We can discuss your needs and areas where you have questions or concerns. We’ll share more detail on our philosophy and approach regarding financial planning and investment management services and answer any additional questions you may have.

At the end of this meeting, we should both have a good idea if our fit is right for each other. To ensure that we exceed the expectations for all of our clients, we only accept a maximum of 3-4 new clients per month. By limiting the number of clients we take on, we ensure that we have the capacity for new clients and successfully support our existing clients. Assuming we both choose to move forward, trueNorth will send a follow-up proposal detailing the services we recommend and the estimated fee for those services.

Becoming a Client
To become a client of trueNorth, we will schedule a time to have you come in and sign either our Integrated Life Planning Agreement or our Financial Planning Agreement. These Agreements define our working relationship and establish our client/planner relationship.

At this meeting we will provide you with a data questionnaire workbook to assist with the task of pulling together the information we will need. We will also discuss and set a tentative schedule for completing your initial plan and answer any other questions you may have.