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Our Services

Our Personal Approach to Wealth Management

Wealth Management at Northstar is personal.  We work one-on-one with you to help you reach your goals and live your best life by aligning what is most important to you with your money decisions.  Our mission is to help you achieve the financial security and freedom you desire for yourself and for your family. 

Our premier Wealth Management service integrates all aspects of your financial life empowering you to make informed financial decisions that support your goals today and in the future. This includes coordinating with your other advisors to help you plan for uncertainties and take actions that result in real protection from taxes, inevitable life events, and changing economic conditions while providing consistent personal service and unbiased expert advice. 

When you delegate the logistics of your wealth management needs to Northstar, you can feel confident an experienced team of professionals is giving your financial plan the daily attention it needs.

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The Northstar team is there to support and guide you.  Our advisors monitor your progress, regular reviews and advice of your financial matters, keep your financial plan updated, and hold meetings throughout the year to ensure you stay on track. We utilize low cost, tax-efficient portfolio design and income distribution strategies to grow, preserve, and protect your wealth. Our recommendations are determined by the values and priorities that you communicate to us and we view our success based on how well you live your life. 

After many years of helping individuals and their families, we’ve determined that our services best address the financial challenges of those with one million or more investable assets. Our fee for wealth management services are calculated as a percentage of assets under management, which is a rough proxy for complexity.  Our minimum annual retainer is $7,500 (billed quarterly) and we are happy to provide a customized quote at our complimentary Discovery Meeting. 

Our Other Service Offering: 

Financial Consulting: In contrast to the comprehensive Wealth Management service we provide for our clients, financial consulting is our à la carte service, ideal for individuals seeking specific and focused advice on their current and future financial situation. All planning is done on a one-on-one consultation basis with an average fee range of $7,500 to $15,000.  The fee is customized on a case by case basis. We do not charge for the initial consultation. While this is a one-time service, it often serves as a nice jumping off point to determine your commitment to an ongoing Wealth Management relationship. 

If you would like to learn more, we would love to have a conversation. We invite you to explore if Northstar Financial Planning is a good fit for you and your family. 

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