Ready to Pursue Your True North?

You want your wealth to make a greater impact for your family and your community. We want to help you get there. Let’s go north, together.

We Want Your Hard Work to Pay Off

You take pride in hard work and value real results. With our True North Method we’ll help you channel that same focus into your financial planning. How would it feel to make steady progress toward your financial goals throughout the year? What if you could spend more time on what truly matters — your family, your passions, and the life you’ve worked so hard to build?

I'm on the Path to a Meaningful Retirement

I'm a Hands-On Business Owner in the Midwest

I'm an Established Executive Professional

Are You Still Pointed in the Right Direction?

You started with a vision of success that would benefit your family and community. After years of hard work your wealth (and responsibilities) have grown.

Are you still pointed in the right direction?

Life’s demands can make it easy to forget why you wanted to succeed in the first place. We’re in the business of helping purpose-driven families and business owners reconnect to their vision for the future.

Our True North Method can help reduce your financial and administrative burdens so you are free to pursue Your True North, no matter what life throws your way.

What We Provide

Personalized Financial Advice

Our forward looking, calendar-based approach to financial planning can help you spend less time weighing big financial decisions and more time living life on your terms.

Proactive Tax Planning & Filing

We don’t just file taxes. We provide tax forecasting complete with customized planning strategies designed to help you keep more of your hard earned money over time.

Business Planning

Business owners have a complex and unique set of needs. Our Business Advisory Services are designed to help add value at every stage. From growing your business to planning a successful exit, we’re in your corner.

Investment Management

Our time-tested investment philosophy is simple yet powerful. We stay disciplined, focus on valuations, and control costs.

We believe people thrive when they feel empowered to pursue their purpose — their “true north” in life. That’s why we developed The True North Method.

Our structured approach to financial planning is designed to help keep your finances on track and your goals in focus. We’ll help you stay organized so you can worry less about money and spend more time on what truly matters: your family, your passions, and the life you’re building.

So whether you’re an individual on the path to a meaningful retirement, an established young professional, or a hands-on business owner who wants to get their life back — let’s get to work, together.

Common Problems The True North Method is Designed to Help Solve

"I don't know what my Financial Advisor is working on."

With the True North Method, our advisors are always on the same page as their clients. We follow a quarterly service calendar with a strategic area of focus so you always know what we’re working on, together.

"I'm sick of getting surprised by a high tax bill."

In Q3, our clients receive a comprehensive tax forecasting document that estimates their next tax bill, and provides potential tax-planning strategies to implement in the current year to impact their bottom line.

"I don't have time to stay up to date on financial matters."

With multiple portfolio report updates, tax forecasting, financial health reports, and year-end planning our service calendar delivers financial updates and advice, right on time, all year long. No Googling required.

"I have several financial professionals, but nothing is coordinated."

Our True North Method brings together all aspects of your financial life — business and personal — so you can get back to why you opened a business in the first place. From tax filing, to investment management, and exit planning consulting, we provide custom business advisory packages that suit your business’ needs and goals.

"I work hard, but don't know if I am really making progress in my business."

From monthly KPI reporting to quarterly business planning sprints, we provide the structure and support to help you make steady progress toward your business goals.

"I don't know how to exit my business successfully."

With so much of your nest egg tied into the value of your business, it’s common to feel uneasy about retirement. In Q2, our business advisory clients receive a business value estimate to help owners understand the tangible value of what they’ve built.

What Our Clients Have to Say

"Thanks to their support and expertise, I feel much more confident about my financial future."

"Before working with North Point, financial management could only be described as reactionary. Working with them has changed our financial management to a proactive approach, and the level of attention is head and shoulders above what we have experienced elsewhere."