What is Financial Planning?

Financial planning is the process of examining an individuals financial position to determine what steps should be taken to meet one’s goals. The process entails gathering and analyzing relevant financial records which form the basis of financial plan. When implemented properly the plan becomes the road map to achieving your financial objectives. Although we can prepare a segmented plan (i.e.: retirement planning) a comprehensive financial plan includes:

 

  • Investment allocation

  • College funding

  • Net worth & cash flow analysis

  • Income tax planning

  • Retirement planning

  • Insurance analysis

  • Estate planning


Planning with Northstar

Financial plans really help clients focus on obtaining their goals. At Northstar we are experienced in developing such plans.
Fees generally range from $500-$2,000 depending on the extent of the plan. E-mail us for a consultation.