Account Access
Life transitions—such as divorce, widowhood, retirement, or receiving an inheritance—are often emotional turning points. Alongside the personal challenges, they require financial decisions that will shape the next chapter of your life. For many women, these transitions highlight a powerful opportunity to take control of their financial future.
At True North Wealth Advisors, we believe that moments of change, while difficult, can also serve as the spark to create a new foundation of security, independence, and confidence.
Women often navigate financial realities that are distinct, shaped by different career paths, life transitions, and longevity. These differences mean they benefit from an approach tailored to their journey, not a one-size-fits-all plan.
Family responsibilities may lead to pauses in work that impact long-term earnings, highlighting the need for tailored strategies.
Many women feel less confident making investment decisions, even when fully capable, highlighting the importance of trusted guidance.
Financial decisions are often tied to family responsibilities, values, and priorities, requiring guidance that looks beyond the numbers to what truly matters.
One of the first steps toward restoring financial balance is to follow a framework that fosters stability, clarifies priorities, and builds a plan to ensure financial decisions align with life’s broader goals.
Taking control begins with understanding where you stand today:
• Inventory all accounts, assets, and debts
• Track income sources such as salary, Social Security, or support payments.
• Map out near-term and long-term expenses.
Before focusing on growth, anchor your financial stability:
• Build an emergency reserve.
• Review insurance coverage to protect against the unexpected.
• Update wills, trusts, and beneficiary designations.
Transitions offer a unique chance to reset priorities:
• What does independence mean to you?
• How do you want to use your wealth—security, lifestyle, family, or impact?
• Which values should guide your plan?
A personalized financial plan turns intention into action:
• Investment strategies tailored for growth and stability
• Tax-efficient solutions to keep more of what’s earned
• Retirement income planning for longevity and inflation
• Charitable giving and legacy strategies
Taking control doesn’t mean going it alone. A trusted guide can help:
Life transitions often come with overwhelming choices. We break down the complexity into clear, actionable steps.
We help create a plan, track progress, and keep you moving forward, so you never feel like you’re navigating change alone.
We make sure your immediate priorities are addressed while also protecting your long-term future.
Life transitions are rarely easy, but they are defining moments. By taking control of your financial future, you not only protect what you’ve built but also open the door to new possibilities.
With clear goals, a sound plan, and trusted guidance, you can navigate change with strength and shape a future that reflects your values, vision, and independence.
At True North Wealth Advisors, we bring 25 years of institutional investment expertise to individuals, families, and mission-driven organizations.
Whether you’re navigating a major life transition, building lasting wealth, or stewarding assets for future generations, we provide clear guidance, tailored strategies, and a trusted partnership to help you move forward with confidence.
Let’s explore how we can work together to chart the right path for your financial future.
Life transitions are rarely easy, but they are defining moments. By taking control of your financial future, you not only protect what you’ve built but also open the door to new possibilities.
With clear goals, a sound plan, and trusted guidance, you can navigate change with strength and shape a future that reflects your values, vision, and independence.
At True North Wealth Advisors, we bring 25 years of institutional investment expertise to individuals, families, and mission-driven organizations.
Whether you’re navigating a major life transition, building lasting wealth, or stewarding assets for future generations, we provide clear guidance, tailored strategies, and a trusted partnership to help you move forward with confidence.
Let’s explore how we can work together to chart the right path for your financial future.
Investment advisory services are offered through CS Planning Corp., an SEC registered investment adviser.Registration does not imply a certain level of skill or training.
This material is provided for informational and educational purposes only and should not be construed as investment, tax, or legal advice. The information provided does not take into account specific objectives, financial situation, or particular needs of any specific individual. This material does not constitute an offer or solicitation to buy or sell any security, investment, or advisory service.
Past performance is not indicative of future results; all investments involve risk, including the possible loss of principal.
Opinions expressed reflect our judgment as of the date of publication and are subject to change without notice.
Advisory services are offered only to clients or prospective clients where CS Planning Corp. doing business as True North Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advice may be rendered unless a client service agreement is in place. For advice pertaining to your specific situation, please consult with a qualified professional.