Education Planning

At True North, we provide personalized education planning for College to help families prepare for the future costs of higher education. Our team works with parents and individuals to develop strategies that balance college savings goals with overall financial priorities. Through thoughtful education planning, we help clients evaluate savings options, create realistic funding strategies, and make informed decisions that support their family’s long-term financial goals. Whether you are preparing for a child’s education expenses or planning for future academic opportunities, True North provides guidance designed to help you navigate the financial challenges of college planning with confidence.

Forging a path to reach a child’s full potential.

Our founders began their financial careers by holding workshops on saving for college – and our team continues this tradition. At True North Advisors, we combine decades of experience with a passion for guiding families, offering clear advice on savings options and tax benefits so you can get an early start helping your child reach their full potential.

Equipping you for their educational journey.

The College Funding Coach® began in 2002 to help educate parents with strategies for saving and paying for college. It’s now grown into a national team of nearly 100 coaches spread across the country. We partnered with The College Funding Coach® to help families better understand the complex strategies for saving and paying for college and making higher education more affordable.

College Funding Coach® and Commonwealth Financial Network are separate and unaffiliated entities.

Go to The College Funding Coach®

Financial Planning

We take a tailored approach to help you navigate funding options, so you feel confident knowing you’re making wise decisions that open doors to opportunities for your kids.

529 Plans

We'll steer you through the ins and outs of 529 Plans, guiding you to help you maximize your benefits while keeping it all simple and stress-free.

So, where do you want to go?

Let True North Advisors give you the steadfast financial guidance and support you need to help you reach your dream destination.

Start Your Financial Journey