Financial Planning Process

NorthStar Financial Partners recognize the importance in preparing a sound financial plan for our clients. We set the stage for them to move toward a future where they are in control of their finances and can actively move to achieve their financial goals and ambitions. As fiduciaries, we act prudently when collecting client information and document our duty to our clients We adhere to the Certified Financial Planning Board (CFP Board) of standards for developing our financial plans.

To learn more about our 7-step financial planning process, click here.