Esther Bright

- - Home Pages Services Portfolio Contact Us Team What we do Enhance and Enrich Create an exceptional client experience that is transformative – One that enhances and enriches the lives of our clients. Our clients should not be able to imagine what their lives would have been like without us helping them. Sign up Read More Why we do it People are trusting us with the most important decision of their lives - when to stop working - and the uncertainty of transitioning from net saver to net spender is challenging time. At TruNorth, we do this because it brings such pleasure from being able to connect all the dots and say, “Yes, given what you’ve told me, you can retire.” Our work brings pleasure and satisfaction - to answer any question our clients have in a way that is helpful and useful to their lives, helps them move forward with confidence. It’s a JOY to help people, we become friends and extended family with our clients, we value the relationships, and we are proud of the deeply thoughtful and careful attention to detail we provide. Read More Values Love Hold love in our hearts. Love our clients, our vendors, our colleagues and most f me Learners Integrity Li eti Peace We always do what right, especially if no one will ever know. Be open to learning something new, by Everything is always going to work itself out. There’s nothing happening here to make anyone crazy or stressed. importantly, each other and ourselves. reading, or listening to each other, and having an open mind. Celebrating 10 years at TruNorth Wealth!- By Danette G. Lowe, CFP® (Compliance approved article/blog post) We're incredibly excited to be celebrating 10 years of business here at TruNorth Wealth Management! I’d like to say Thank You to everyone we’ve engaged with over these past 10 years. Becoming a Certified Financial Planning Professional has been my dream since I was 12 years old and I’m so proud to have founded TruNorth Wealth Management and been a part of all of your lives. Financial Advisor in 1999 and worked for a large corporation, this is where many of us started working together. I remember vividly the events of 2001, when the World Trade Center was attacked and collapsed. Having worked inside World Two for 3 weeks in 1999 it gave the event a surreal experience for me. What I remember most, is how many of you called me to see if I was O K. I first became a Read More Skills / Expertise F ® Expert in Special Needs Situations C P Custom Portfolio Management Good Listener / Proactive Communication 23 Years of Financial Planning and Investment Experience B.S. Works closely with other advisors like CPA’s and Attorney’s In an easy-to-understand way E Windfall Elimination Program (WEP) Social Security Strategies Expert in Life Transitions & P RS & Services “ Easy to Understand Simple solutions to complex issues WealthGuide®” Process – It’s a picture of your life and all that you can Responds quickly to your questions and ideas imagine. Once we create the base scenario, then we can ask it, what if we do this, can we a fford to do that, and because it’s so easy to understand (clarity) ! Financial Planning integrated with your Investments (it’s not a financial plan, it’s a Wealth Guide – we don’t have you feel confident making your decisions j j to pick ust one place to go on our ourney, we can go lots of places. It’s like a financial map.) WealthGuide®” – This is a trademark of Commonwealth and we use the Wealth Guide tool as a part of financial planning process. Need to find out if “ we can use the trademark in our marketing materials – if not, need to craft something similar . David Griswold – has a beautiful piece that he customizes out Ideal Client 1–3 Couples in long term relationships Thinking of retiring in the next where both partners participate in years with accumulated savings, the Wealth Guide process. 01(k)’s, and investment accounts between 2 and 10 million. 4 Are smart enough to do this Family Oriented -Close family themselves, but don’t have the time, relationships that they want to energy, or desire because they are so provide support for. busy with other amazing and wonderful interests. Active Outdoor lifestyles, like Meditate, Calm, Spiritual, Gentle, Creatives: Artists, camping, travelling, hiking, etc. Optimistic. Photographers, Why do Quilters, Knitters. Community Service Donate time people come to us? 1. Thinking of retiring in the next 1 – 3 years and want to know if they are ready. Want to know if they have saved enough and can they retire and not run out of funds. 2. Relocation – has moved to our area and wants a local advisor 3. Changing Advisor or Advisor is retiring – Is either unhappy with current advisor or advisor is retiring and they’re not sure about the replacement. Main reason for unhappiness is poor communication. 4. Inheritance – has received an inheritance and doesn’t want to spend it all. Wants to be a good steward of the funds and have it provide a supplement to their existing savings plans. 5. Remaining Triggers j o Changing obs - and want to know options regarding their 4 01(k). Wants Education on investing and tax implications of investment decisions o If in the PERS system, might know that I’m an expert in understanding how P ERS integrates o . o w/Social Security, and want to know the impact on them . Want to know if they should “buy years” in PERS About Us Quick Links This communication strictly intended for individuals residing Home L Z, CA, CO, NH, NV, NY, OR, WA. No offers Pages in the states of A , A may be made or accepted from any resident outside these Services states due to various state regulations and registration Portfolio requirements regarding investment products and services. Investments are not Team FDIC- or NCUA-insured, Contact Copyright © 2022 TruNorth Wealth All Rights Reserved. Minded –