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!
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.
We’ll help you explore your goals and objectives, assess what’s possible and remove any roadblocks to success.
We’ll provide guidance to simplify and streamline your financial affairs to effectively manage your financial record-keeping and reporting.
We’re focused on providing you with the support and insight you need to get where you want to go by providing financial education and research.
We’ll help you get the best values for your money and develop good financial habits to keep you you on track to achieve your goals.
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”.