WELCOME
Welcome to trueNorth. Our goal is to be your financial partner, and to help you
align your financial decisions and resources with your values and the life goals
that are most important to you – your personal trueNorth.
We’re a good fit for people who are serious about developing a comprehensive financial
plan, and who desire professional management of their investment portfolio.
Fee-OnlyWe are a fee-only firm -- that’s fundamental.
We don’t think it makes sense for someone to trust their financial decisions with an advisor
who is subject to the conflicts of interest that commissions or referral fees can generate.
Financial PlanningWe have developed a financial planning process
that is collaborative, detailed, and systematic. People commonly come to us feeling tremendous uncertainty
about their financial future; by the time they’ve worked with us through the financial
planning process, they have a clear understanding of exactly what needs to be done
and more importantly, understand why.
Investment ManagementAs investment advisors, we take on the management
of our clients’ nest eggs. Our portfolio management process is as disciplined as our planning process,
and provides the same benefits: peace of mind, clarity in the face of uncertainty, and a strategy
designed to get each client where they, in particular, want to go.
Certified Financial Planner™ProfessionalsAs a team of three Certified
Financial Planner™ professionals, we’re uniquely positioned to extend the benefits of a team approach
as well as the independence and objectivity of an advisor-owned firm.
We are located in the heart of downtown Seattle and work primarily with clients in Washington State.
