What We Do
North Star Wealth Management is a Life Wealth Planning firm. We initiate this process by discovering a comprehensive understanding around YOUR past; YOUR values; YOUR vision; and YOUR legacy. By understanding these core components we create YOUR Life Wealth Plan, helping you achieve What YOU Need, What YOU Want, What YOU Wish, and What YOU Love.
By discovering and understanding what YOU need, want, and wish – we will work together to craft a comprehensive Life Wealth Plan that will guide us to direct YOUR financial resources to achieve YOUR Life Wealth Plan. Life Wealth Planning will help YOU prepare and adapt to such issues as planning, investment, tax, retirement and legacy.
- We will assist in organization and simplification of YOUR financial life.
- We will provide YOU with clear and transparent reporting.
- We will gather and store YOUR Life Wealth Planning documents.
- We will empower YOU through Life Wealth Planning to live your best life.
Life Wealth Planning
The first step to developing a Life Plan for YOU is to determine What YOU Love,
What YOU Need, What YOU Want, and
What YOU Wish. During this discovery process, we will learn what is most important.
to YOU; Your core values, dreams, goals, concerns and fears.
We then create a dynamic strategy and solution specific to YOUR life.
I want to develop a Life Wealth PlanWhat YOU Love
What are YOUR Talents and what do YOU like to do with YOUR Time?
How are YOU going to use YOUR Time and Talents to put together a life mission statement or vision for where YOU want to be and how YOU will get there; allowing YOU to achieve What YOU Love.
Time is a scarce resource, and Talents vary by each individual. By allowing us to better understand these, we can develop YOUR Life Wealth Plan so that YOU can do What YOU Love.
What YOU Need
What are YOUR Talents and what Resources do YOU have?
Throughout YOUR life, YOU have used, or are using YOURTalents and Resources to achieve Retirement.
Using YOUR Talents and Resources wisely allows YOU to achieve What YOU Need in life.
What YOU Wish
What do YOU Treasure in life and what Resources do YOU have?
Your Treasures in life and the Resources YOU have allow YOU to pursue YOURPassions.
As we understand what YOU Treasure and how to best manage your Resources, we will develop a Life Wealth Plan for YOU to achieve What YOU Wish YOU could do.
What YOU Want
What do YOU Treasure in life and what Time do YOU have?
By discovering YOUR life Treasures and Time, the custom Life Wealth Plan we will create will allow YOU to do What YOU Want.