Thank you for your interest in working with True North. We would like to make your first experience with us a healthy, productive, and memorable one.
Step 1: Please take the time to Investigate Our Firm:
We ask each prospective client to take the time to investigate our firm and our advisors. You can do this by calling the North Carolina Secratary of State, Securities Division at 919-733-3924 to ask about our Firm's discipline history.
Step 2: Complete the Initial Client Profile
In order to help assess your financial situation, we need some basic information from you - similar to what a doctor asks for during an initial visit. It normally takes 30 minutes to complete the simple 3 page profile. If you do not have the time necessary to complete the profile, we ask that you delay requesting an initial appointment until you have finished it. If you would like to meet with us without completing the profile there is a nonrefundable fee of $250 for the first hour, $150 per additional hour payable in advance.
Step 3: The Initial Consultation (45 minutes).
Please be prepared for this first meeting. We will discuss in detail your needs, goals and financial situation. There will be time for you to ask us questions too. At the end of this meeting we will let you know if there is a fit, the costs for our services and we will give you written agreement with a list of services.
If we cannot help you, we will tell you. If you do not think we are a fit for your needs, please tell us.
Although you are not required to make decision to use our firm at the end of the first meeting, we do expect you to leave the meeting with all of the information necessary to make a decision. All we ask is that you set a reasonable time to make the decision, normally a week.