This limited scope service is ideal for clients who seek specific and focused advice in the form of a “reality check” on their current financial situation as well as a forecast of their financial future.
This is often the starting point for a new relationship, as it allows both the client and Northstar to try out the relationship and see how we work together before committing to the deeper and more comprehensive Integrated Financial Solutions relationship.
We will review your financial situation and meet with you 4-6 times over a 3-4 month period to prepare and present your comprehensive financial life plan covering critical areas such as: understanding your personal goals and values, investment analysis & portfolio planning, estate planning, tax planning, insurance needs analysis, education financing, retirement planning and company benefit plans. A written plan will be presented and specific recommendations will be made if change is needed. The minimum fee for this service is $5,000.
Included in this service are Retirement Planning and
Investment Review and Analysis but the specific scope and focus will
be determined by your needs.
