As much as we try to simplify our finances, there are often complications. Lives don’t move in a straight line. For many of us, our personal relationship with money may evolve over the years. Through all of that change, however, there is usually a constant — a direction or energy that propels each of us forward.
At NAM, we understand how fundamental the harnessing of this energy is to our clients’ happiness. In fact, we are using a succinct way to define it. We call it “your True North.”
Your True North is simply what’s important to you, what you value. Part of it may relate to financial security, but we know that’s not the whole story. Deepening family relationships, finding personal fulfillment, feeling connected…all play a part.
In our role as independent advisers, one of the most important things we do for clients is to help them pursue and, in some cases, define their goals and objectives. In fact, we’ve built our new website around this principle.
Here in our Insights section, you will see our latest thinking on financial planning issues and you’ll get our perspectives on the market. In Our Approach and Services pages, you’ll learn about the various solutions we offer clients. Take a look at our Charitable Foundation page to see where some of us are following our own values and serving our communities.
We hope you return often to this site and come to rely on it as a valuable resource. As always, we welcome your thoughts, ideas and questions. We hope it will help you along your personal journey.