How It All Works
Wealth management at Northstar is personal. We work one-on-one with you to understand what is important to you and your family. Our advice and strategies are tailored to your life and financial goals. 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
Complimentary
TWO
Letter of Engagement
Signed
THREE
Financial Dashboard
Registration sent via email
Data Gathering
Personal and Financial data, Family History.
FOUR
Determine
Your Goals, Values, Priorities
Understand
Communication & Decision-Making Style
FIVE
Meetings to Create
Your Financial Independence Plan
Life & Transition Planning
Financial Snapshot
What-If Scenario Planning
Advanced Planning
Taxes, Estate, Insurance
SIX
Investment
Proposal
Account Paperwork
Review and Sign
SEVEN
Ongoing Review Meetings & Services
- Thinking and Accountability Partner
- Assist with Execution of Tasks
- Collaboration With Other Advisors
- Proactive Planning and Strategy Sessions
- Progress Updates
- Adjustments for Life Events
EIGHT
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.