Find Your Financial Direction

Welcome to a fresh approach to financial planning. At True North Financial Planning, our mission is to bring confidence, peace and stability to our clients and their financial lives, by delivering holistic financial planning advice and education customized for each situation. Wherever you are in your life, we partner with you to plan for your future, and empower you with the knowledge to make the right choices for your individual financial situation.

Our client relationships are grounded in open communication, transparency and education. As your fiduciary, we always work in your best interest to provide unbiased and objective advice. We are independent, fee-only, have no products to sell, and receive no commissions or referral fees. At True North, you are our client, not your money!

 

Holistic Financial Planning


Multi-Disciplinary Approach

At True North, our focus is on your overall financial plan. Holistic financial planning involves a number of financial disciplines and associated professionals with expertise in specific areas. We take a comprehensive approach to managing the various elements of your financial landscape. Working to create an aligned team, we coordinate input from your accountants, estate planning or business attorneys, insurance professionals, and investment managers. You may be working with your own professionals, or we can make recommendations.
 
 

Focused on Your Financial Well-Being

In addition to crafting holistic financial planning solutions, we provide guidance and tools on a variety of financial matters to help you build a solid foundation for financial success.


Meet the Founder

Thomas C. Dettre, CPA, MBA

Founder and President

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Tom earned a Bachelor of Science degree in Accounting from the University of Vermont in 1988, and later graduated with academic distinction from Bentley College with a Master of Business Administration-Finance degree. Tom has been a Certified Public Accountant (CPA) since 1994, and is a member of the American Institute of CPAs (AICPA), Personal Financial Planning Division, as well as the Vermont Society of Certified Public Accountants (VSCPA). Additionally, Tom has served on the Boards of Directors of local non-profit entities.

Tom has nearly 25 years of professional accounting and financial experience, encompassing public accounting, corporate financial management, and personal financial planning. As a licensed CPA, Tom upholds the CPA profession’s standards for financial knowledge, objectivity, and integrity. CPAs’ extensive training provides a solid foundation for financial planning. CPAs have an unparalleled understanding of how to help clients make sense of, and make the right decisions about, today’s complex tax, retirement, estate planning, investing, and insurance issues. Tom, and True North, will help make your financial plan “CPA Strong”.


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