Our Process Step-By-Step

Our goal for this process is to demonstrate, in plain English, how we can serve you in helping you make the most out of your life with the wealth you have and how we bring simplicity, clarity, and confidence to an otherwise confusing, complicated, and intimidating subject: money.

There is no charge for this experience — we want to help you make an informed and educated decision about working together so you can see exactly how we can serve you before you agree to pay us a single dollar or trust us with a penny of your nest egg.

Are you a good fit for our firm?

Click Here to find out
Step 1 – Introductory Phone Call

Before committing your time or ours, this 20 to 30-minute phone call with a CERTIFIED FINANCIAL PLANNER™ will give us both a chance to make sure your situation matches our expertise. We want to get a vision of your goals, intentions, challenges, and opportunities unique to your situation and circumstances.

If we aren’t a good fit, you’ll leave the conversation with an action plan and we’ll gladly introduce you to a firm who is better suited to your needs.

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Step 2 – First Meeting

The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.

Your answers to our questions, along with the documents we requested you provide ahead of this meeting, will guide our analysis, which will result in plain-English answers to four critical questions.

Step 3 – Our Analysis 

We will apply 16 years of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:

  • Can you afford to retire?
  • Are you overpaying your taxes?
  • Can your portfolio be improved?
  • Can you eliminate, or at least reduce threats to your retirement?
Step 4 – Second Meeting

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances.

At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.

Step 5 – Sleep On It

Having been in business for 16 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like, trust, and respect the NorthStar team?
  • Do the benefits outweigh the cost?
  • Does their nimble approach to financial planning resonate with me? 
  • Do I understand and agree with their investment approach?
  • Do their recommendations make sense to me?
Step 6 – Third Meeting / Launch!

During this meeting we will answer any questions you have and if you are ready, start the process to become a client.

Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.

While we would love to work with you, if you get to any point in the process and decide that it’s not a good fit, we will wish you all the best and continued success. Translation: there will never be any pressure. That’s not the experience we would want for our family, and we wouldn’t wish that on you either.

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