Our Process

Our first priority is to  understand our clients and their needs.  This always begins with a conversation.  After we have clearly identified the objective we can begin the financial planning process.  This three step process helps give our clients the confidence they need to focus on the important things in their lives.  We can then monitor and maintain a personalized financial plan that can be easily updated throughout our clients lives.


Determine the specific goals, expectations, and compliance concerns


Begin by coordinating your goals with your investments.  The core of North Star's financial plan helps clients organize their assets to address their needs.


North Star will manage investment portfolios guiding them within the clients parameters so that we can feel confident our clients pursue their goals.

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