Financial Planning

At North Star Financial Partners we follow a disciplined approach to financial planning, developing a plan based on our client’s specific situation and personal goals. We work with our clients from a holistic approach, as some pieces of the financial puzzle are more than just numbers on a spreadsheet. Each of our advisor’s draw on their background and history of working with a wide variety of client’s, bringing their unique observations and solutions to the equation.

Each plan is custom crafted, tested and analyzed before final recommendations are made. The resulting plan is then presented to the client in a manner that is straight forward and easily understood. Once implemented, the progress of the plan is then monitored over time with regular reviews with the client. The plan is not static and therefore is continually adjusted as changes occur to a client throughout their life. We believe that a financial plan bridges our clients’ financial realities to their goals.