• Home
  • Who We Are
  • Guided Solutions
  • True North Approach
  • Our Team
  • More
    • Home
    • Who We Are
    • Guided Solutions
    • True North Approach
    • Our Team

  • Home
  • Who We Are
  • Guided Solutions
  • True North Approach
  • Our Team

The True North Approach

Intake

Discovery

 Every engagement begins with a confidential consultation. During this stage, we listen closely to your concerns, clarify objectives, and assess the scope of your needs. 


Whether you’re navigating a potential investigation, addressing compliance gaps, or managing a complex grant, this step ensures alignment from the very beginning. 


Our goal is to understand not just the technical issues, but the human and organizational context surrounding them—so we can craft a tailored, strategic response. 

Discovery

Discovery

 

We conduct a focused and discreet information-gathering process. This may involve reviewing documents, policies, or records; conducting interviews or inquiries; or analyzing organizational systems and workflows. 


Our discovery phase is rooted in neutrality and thoroughness, ensuring we have a complete and objective understanding of the matter at hand. 


We work efficiently while respecting confidentiality, professional integrity, and the sensitivity of every engagement.

Engagement

 This is where we roll up our sleeves and do the work—whether conducting investigations, facilitating trainings, analyzing compliance structures, or guiding grant reporting processes. 


We maintain regular communication throughout the engagement, providing updates, asking clarifying questions, and ensuring that our work remains aligned with your goals. 


You can count on us to be responsive, detail-oriented, and committed to delivering excellence at every step. 

Resolution

Ongoing Journey

 

We deliver findings, reports, and recommendations that are clear, actionable, and aligned with applicable laws, policies, and best practices. 


Whether you need a formal investigative report, a grant compliance roadmap, or a practical improvement plan, our results are designed to support informed decision-making and long-term resilience. 


We focus on solutions that not only resolve the immediate issue but strengthen your organization’s ability to navigate future challenges with confidence.

Ongoing Journey

Ongoing Journey

Ongoing Journey

 Our work doesn’t stop when the report is delivered or the training ends. We offer ongoing support to help clients implement recommendations, update policies, prepare for audits, or respond to regulatory inquiries. 


For some clients, this may include follow-up coaching, additional training, or documentation support. 


We’re here for the long haul—helping you translate insights into impact, and compliance into culture. 

True North Advisory Services, LLC

505-463-2374

Copyright © 2025 True North Advisory Services, LLC - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept