About North Planning
We started with a simple idea: everyone deserves a real financial plan
Most financial advice is built around selling products. We built North Planning around the opposite idea — give people a clear, honest plan first, and let them decide what comes next.
Why we exist
A lot of people feel behind when it comes to their finances. They know they should be doing something — saving more, planning better, getting the right coverage — but the path forward isn't clear. And finding a trustworthy advisor who won't try to sell them something is harder than it should be.
That's the gap we're filling. North Planning is built for households who want practical, conflict-free guidance without the sales pressure that comes with most advisory relationships.
We work with people at different stages — early-career professionals figuring out where to start, families balancing competing priorities, and people approaching retirement who want to know if they're on track. What they share is a desire for honest advice based on their actual situation.
What we stand for
Plan first, fees later
You receive a written financial plan before any paid engagement. That's intentional. We want you to know whether our help is actually useful before you spend a dollar.
Fee-only, no commissions
We don't earn commissions on insurance or investment products. Our guidance is based on what works for your situation — not what pays us.
Fiduciary standard
We're obligated to act in your best interest. That means transparent recommendations, honest trade-offs, and no hidden incentives.
Plain language, always
Financial jargon often makes people feel excluded from decisions about their own money. We explain things clearly so you can make informed choices.
Our team
Team bios are on the way. In the meantime, reach out directly — we'd be happy to introduce ourselves on a call.
North Planning provides fee-only financial planning services. We do not sell insurance or investment products and do not earn commissions. Information on this website is for educational purposes only and does not constitute personalized financial, tax, or legal advice. Please consult a qualified professional for guidance tailored to your specific circumstances.
Ready to see what your financial picture actually looks like?
Book a free 30-minute planning conversation. No obligation, no sales pitch.