We offer two types of engagement relationships for our clients.
Wealth Management Services
For clients seeking an ongoing and dynamic relationship with Northstar, encompassing applicable aspects of financial planning integrated with professional investment management of their wealth, we offer:
Integrated Financial Solutions - This comprehensive relationship provides you with the assurance that Northstar is responsible for developing and watching over the success of your investment management and financial life planning. We use a structured approach to the Investment Management Process.
Financial Consulting Services
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.
Contact us today to set up a free no-obligation appointment.
Northstar Financial Planning, Inc.
New Hampshire's Investment Experts
One Commons Drive, Unit 10, Bldg B
Londonderry, NH 03053
(603) 216-9226
info@northstarfp.com.
Fee-Only • Independent • Certified Financial Planner • Financial Advisor • Registered Investment Advisors • Wealth Manager
