‼️IMPORTANT MESSAGE‼️

We are financial planners. We DO NOT offer loans. If you are applying for a loan from TrueNorth Wealth, you are NOT working with us.

If you are concerned, please contact us directly at 801-274-1820, and we can confirm whether the person you’re talking with is part of our team.

Personal Finance

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5 Personality Traits of Self-Made Millionaires

When you remove inheritance from the equation, certain personality traits appear again and again among people who successfully build wealth over decades.

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4 Financially Smart Retirement Alternatives

The old idea of retirement—saving steadily and then walking away from work at 65—doesn’t fit everyone anymore. Here are four modern alternatives that can offer both fulfillment and financial stability.

Young man sitting on his couch surrounded by financial papers

How to Organize Your Finances: Practical Steps for a More Confident Financial Life

When your financial systems are simplified and secure, it becomes easier to make thoughtful decisions, reduce avoidable stress, and approach the future with confidence.

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Preparing for Open Enrollment: A Practical Guide for Employees

While it’s tempting to hit “renew” on last year’s elections and call it a day, doing so means potentially leaving money, tax savings, and long-term growth opportunities on the table.

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What to Do With Extra Money: Smart Planning for Bonuses, Inheritances, and Other Cash Surprises

With a clear head and a thoughtful plan, this influx of wealth can become more than just a lucky break. It can be a meaningful turning point in your financial life.

How Will the One Big Beautiful Bill Act Impact Your Financial Plan?

From business owners to retirees to high-income professionals, the wide-ranging provisions in this bill are expected to touch nearly every corner of the economy.

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Caring for Kids and Parents at the Same Time: A Financial Survival Guide for the Sandwich Generation

The emotional and financial pressures of supporting two generations at once can be overwhelming, even for the most organized individuals.

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How to Conduct a Mid-Year Financial Review

Whether you’ve made significant strides toward your goals or need to adjust your course, taking the time to review your financial health now can set you up for long-term success.

Woman looking at some papers and using a calculator, looking worried

5 Steps to Take If You Unexpectedly Lose Your Income

If you’ve recently experienced a drop or loss in income—or simply want to be prepared—these five steps can help you stay on track financially, even in uncertain times.

Woman sitting on the couch in her living room thinking with her glasses in her hand

7 Signs Your Financial Advisor Is No Longer a Good Fit

Your financial advisor should be more than just a numbers person—they should be a steady partner, someone who helps you make sense of your money and move confidently toward your goals.

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The services included in our fee-only financial planning:

Our best-fit clients are:

The services included in our fee-only financial planning:

Our best-fit clients are:

Personal Finance

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