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What To Expect

Getting Started

Effective financial planning starts with a deep understanding. We begin by getting to know you and diving into your needs, goals, dreams, and desires. We’ll look closely at your current circumstances and resources to get a full picture of where you are now, so we know what it will take to get to where you want to go.

We also take the time to share our story with you. Knowing what makes us tick, why we’re driven to do this work, and how we work with clients matters. Before moving forward, we want to ensure we are a comfortable fit for you.

Next, we’ll start the process of creating a comprehensive plan custom to your current financial situation with an eye toward the future. With holistic planning, we look at the offensive and defensive side of the game, so your financial well-being is never in question for you, your family, or your business. Creating a solid defense allows us to drive the offense toward the right opportunities for short- and long-term wins.

Ongoing Relationship

Putting your comprehensive plan in place is only the beginning. You can count on us to monitor your progress and guide your movements every step of the way. Challenges and opportunities will arise, and you may veer off course or choose to change directions, but with NorthStar Wealth Navigation guiding your journey, we will steer you in the direction of your dreams.

Practically speaking, you can count on us to watch the markets, rebalance your portfolio, recommend adjustments, make you aware of new options, keep you abreast of changes that affect your plan, and more. We will meet regularly, and we’re always just a phone call away.