Getting started is easy
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Like everything we do, our process is simple and easy to follow.
Are we a good fit?
Our first meeting will allow us to learn about each other to determine if we will work well together. This consult is free, and you'll be under no obligation to continue.BOOK NOW
We'll explore further to uncover your aspirations and goals during this meeting. We'll also complete a financial health check to understand more about your current situation.
Your vision comes alive as we explain more about the investment opportunities available to you. We'll also look at how you can improve your bottom line by thousands of dollars each year by saving on day-to-day expenses.
Northstar prepare's a comprehensive, easy to follow financial plan that has you in the driver's seat. Your plan describes your investment strategy in more detail, the types of products available that leverage growth and any alternatives considered.
Of course, you can't know success if you don't track. So, as engaged partners, we'll meet with you regularly to measure and review the growth of your investments. Your financial plan remains a living document. As you progress through life, your priorities, the markets, and taxation rules will invariably change. We'll be with you every step. That's our commitment to you.