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:
Gathering Information About You
We will collect and review your financial situation as well as your personal and financial goals.
Analyzing & Evaluating Your Financial Status
We will analyze and assess your current situation and determine what you must do to meet your goals.
Developing and Presenting A Financial Plan
We will present a report and review the financial planning recommendations.
Implementing and Monitoring the Financial Planning Recommendations
We will agree on the recommendations to be carried out and will periodically meet to review your situation and make adjustments, if needed, as your life changes.
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.