Financial Planning

Financial Planning 2018-06-14T14:16:33+00:00

Guiding Investors

North Star Financial Planning helps you meet your life goals through the proper management of your finances. The financial planning process involves gathering relevant information, setting life goals and examining your current financial status. We will then develop a strategy to meet your objectives given your current situation and future plans.

The North Star Financial Planning process involves four steps:

Father and Son on Wooden Dock
STEP 1

Gathering Information About You

We will collect review your financial situation as well as your personal and financial goals.

Examples of questions for new clients
STEP 2

Analyzing & Evaluating Your Financial Status

We will analyze and assess your current situation and determine what you must do to meet your goals.

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STEP 3

Developing and Presenting A Financial Plan

We will present a report and review the financial planning recommendations.

Retirement planning graph
STEP 4

Implementing and Monitoring the Financial Planning Recommendations

We will agree on the recommendations to be carried out and will periodically to review your situation and make adjustments, if needed, as your life changes.

Screen simulating choices savings contributions

For more information about North Star Financial Planning, contact (312) 440-5028 or segan@nsinvest.com.

North Star may only transact business in a jurisdiction if first registered, excluded, or exempted from state investment adviser registration requirements and follow-up, individualized responses to persons in a specific jurisdiction by the Firm will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion therefrom.

The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.