333 Westchester Avenue South Building
“The internal compass that guides you successfully through life. It represents who you are as a human being at your deepest level. It is your orienting point - your fixed point in a spinning world - that helps you stay on track. Your TrueNorth is based on what is most important to you, your most cherished values, your passions and motivations, the sources of satisfaction in your life." - Bill George, Discover Your True North
In life, our journey toward goal attainment encounters obstacles and distractions. Often, we are diverted by situations like: a dissatisfying career, a schedule lacking enrichment, or unexpected health concerns. In orienting toward your TrueNorth, your unique dreams and aspirations are brought to life by realistic near- and long-view financial goals.
Together, we will assess your financial position, identify meaningful and doable destinations, and chart a course to navigate the calm and rough waters of your financial journey.