How It All Works
Wealth management at Northstar is personal. We work one-on-one with you to help you live your best life by aligning what is most important to you with your money decisions. Our mission is to help you achieve the financial security and freedom you desire for yourself and for your family. Through every step of our process, we strive to provide consistent personal service and unbiased expert advice.
Our Wealth Management Timeline
ONE
Discovery Meeting
TWO
Letter of Engagement
Signed
THREE
Financial Dashboard
Registration sent via email
Data Gathering
Completed
FOUR
Determine
Goals, Values, Priorities
Understand
Communication & Decision-Making Style
FIVE
3-4 Meetings to Create
Financial Independence Plan
Life & Transition Planning
Financial Snapshot
What-If Scenario Planning
Advanced Planning
Taxes, Estate, Insurance
SIX
Investment
Proposal
Paperwork
Signed
SEVEN
Ongoing Review Meetings & Services
- Thinking and Accountability Partner
- Collaboration With Other Advisors
- Proactive Planning and Strategy Sessions
- Progress Updates
- Adjustments for Life Events
EIGHT
Annual Portfolio Rebalancing & Performance Reporting
Take the First Step
Before we officially start our process, we provide a complimentary discovery meeting to share more about our services and determine if we’re a fit.