Financial Planning
Guiding Investors
North Star Financial Planning helps you meet your life goals through the proper management of your finances. The financial planning process involves gathering relevant information, setting life goals and examining your current financial status. We will then develop a strategy to meet your objectives given your current situation and future plans.
The North Star Financial Planning process involves four steps:
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STEP 1:
We will collect information and review your financial situation as well as your personal and financial goals.
STEP 2:
We will analyze and assess your current situation and determine what you must do to meet your goals.
STEP 3:
We will present a report and review the financial planning recommendations.
STEP 4:
We will agree on the recommendations to be carried out and will periodically meet to review your situation and make adjustments, if needed, as your life changes.
For more information about North Star Financial Planning, contact (312) 440-5028 or segan@nsinvest.com.