Our Approach - CoreNorth Capital Planning

Understand what your money can do for you.

Our mission is to help you make sense of your financial plan and investment management strategy.

Begins with Trust

At CoreNorth, financial planning begins with the trusting relationships we build with each of our clients. You are more than just a name or a number to us. We see you as the person you are – with hopes and dreams, goals and realities, family and friends. Getting to know you and what matters to you is the foundation of our work. Oftentimes, it’s the start of a lasting friendship.

Independent advisors

As independent registered financial advisors, we use a variety of approaches to optimize your financial position.

Simple and clear

We bring our industry expertise and experience to simplify and clarify the financial planning process so that you are confident that you understand how your money is working for you.

Our Process:

1

CONNECT

We get to know you and you get to know our CoreNorth advisors to determine if our relationship is a good fit.

2

IDENTIFY

We learn about your values, vision, and goals for your financial situation.

3

EVALUATE

We explore your current financial position and wealth assets.

4

RECOMMEND

We offer comprehensive solutions and products that can help you achieve your goals.

5

EXECUTE

We put the plan into action.

6

MONITOR

We review your plan regularly and notify you of changes or new opportunities.

Let CoreNorth help you make a well-defined plan.

Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA and SIPC to residents of AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. CoreNorth Capital Planning, LLC and Cambridge are not affiliated. Neither Cambridge nor CoreNorth provide tax or legal advice. Investing regular amounts steadily over time (dollar-cost averaging) may lower your average per-share cost. Periodic investment programs cannot guarantee profit or protect against loss in a declining market. Dollar-cost averaging is a long-term strategy involving continuous investing, regardless of fluctuating price levels, and, as a result, you should consider your financial ability to continue to invest during periods of fluctuating price levels.