Our Process

At Magnetic North Advisors, there is no such thing as a universal map to wealth planning. We named our process the DueNorth FORMula because it gives you ongoing clarity and direction, keeping you on the path to financial freedom, or what we call Due North. 

   Our Seven Cardinal Pillars  are the focus of our process, giving us a panoramic view of your situation.   As your life evolves we are here to keep your focus on your DueNorth.

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals and business owners. The DueNorth FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track. 

The DueNorth FORMula focuses on the three D's.

Discover

• What do you want to accomplish?
• What is essential to you?

 Design

• How will we get you there?
• What services are the best fit for you?

Deploy

• Financial and legacy planning
• Customized strategy implementation
• Ongoing continuous service
• Building a lasting relationship