Life Wealth Planning Cycle
Planning is important, re-planning is critical. The Life Wealth Planning Cycle is a continuous practice and process that allows North Star Wealth Management to create a custom and dynamic plan tailored to YOUR specific life. YOUR life story is comprised of YOUR past, present and future. We understand every person has a unique life story. We will use YOUR story to create a Life Wealth Planning strategy with personalized solutions.
Request an Appointment
The path to YOUR Life Wealth Plan starts with meeting North Star Wealth Management. Please start the conversation today by providing your information, and we will contact you as soon as possible.
Who We Are
North Star Wealth Management is affiliated with Sowell Management, and that partnership is backed by a dynamic team of industry professionals who are all committed to provided YOU with elite wealth counseling and client service.
Scott Christie designs ‘Life Wealth Planning’ strategies for clients, understanding their needs, wants and wishes, so that they can enjoy their wealth.
Scott Christie
Ryan Jennings creates investment portfolios that are custom-tailored to align to the clients investment and life goals.
Ryan Jennings