Start Here!
We have created this process to give you (and us) a framework for making an educated and informed decision about working together. We know that taking the first step can sometimes be intimidating. After all, getting your finances in order is not fun for most. We wanted to simplify the process and let you know what steps need to be taken to get on the right path. Schedule a call
WHO DO WE WORK WITH?
We have only three criteria for those who want to work with us
1
You have accumulated investment & retirement assets of $500,000 or more (excluding real estate).
2
You are a good person. Yes, this is an uncommon criterion, but we LOVE what we do, and our goal is to keep it this way.
3
You are looking for a TRUSTED advisor to delegate both your financial planning and investment management responsibilities.
Step 1 – Introductory Conversation
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the best fit for you, we will happily point you to the right expert for your unique needs.
Step 2 – Get Acquainted Meeting
The purpose of this one-hour meeting (in-person or virtual) is to get absolute clarity on your goals, concerns and unique financial situation. Our analysis will be guided by your answers to our questions, along with the information that we’ll ask you to provide ahead of our meeting. The result will be straight forward answers to your most important questions.
Step 3 – Our Analysis
We will apply 14+ years of experience, thousands of hours of training and mentoring by the industry’s top experts to analyze your current situation and answer your most pressing questions. Our analysis will explain exactly what you need to do to achieve financial success and how we can help you improve your finances.
Step 4 – Sleep On It
We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision. To help you make a smart choice, answer these questions:
1) Do I like, trust, and respect the NorthStar team?
2) Do the benefits outweigh the cost?
3) Does their nimble approach to financial planning resonate with me?
4) Do I understand and agree with their investment approach?
Step 5 – Second Meeting
During this meeting we will answer any outstanding questions you have, share our leading thoughts on your finances, and discuss with each other how we’re feeling about moving forward together. If you decide that we aren’t a good fit to work together, we will not take it personally. In fact, we will wish you the best and help you find someone who might be a better fit. There is never a hard-sell or pressure to say yes.
Step 6 – Launch!
Congratulations! You’ve decided to partner with us as your dedicated financial advisor. We are truly honored to work with you and excited about our journey ahead. We’ll schedule your launch meeting for our next available start date.
It all begins with a simple conversation.
Schedule Your Call now-
521 East Blvd, Charlotte, NC 28203
(by appointment only) -
fax: (704) 626-3462
NOT QUITE READY TO SCHEDULE AN APPOINTMENT? THAT’S OK!
You can sign up for our newsletter which includes hand-picked financial planning and investing articles to help you make good decisions with your money.