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The blog below is part of our 10th anniversary celebration at DataPoints.
Firm Name: Northstar Financial Planning LLC
Year Founded: 1994
Firm Focus: Women-centered comprehensive wealth management. We work with women experiencing a life transition such as becoming a widow, divorce, and inheritance. We also work with pre-retiree and retired women and their spouses.
Assessments used:
Investor Profile RTQ
Money Personality
How has your firm benefited from implementing assessments or other aspects of financial psychology?
Assessments add to the comprehensive nature of the financial life planning work we do. The communication, financial psychology, and values assessments we use help deepen our relationships with clients and allow us to help them in a more personal way. Assessments help standardize and streamline the process and client experience.
What’s the most significant benefit of using assessments?
The most significant benefit is helping the client to feel known. We feel this improves the work we do by being more individualistic and client-centered.
How can prospective clients get to know Northstar Financial Planning?
We offer a free Discovery Meeting that can be scheduled from our website.
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Learn more about Northstar Financial Planning LLC here.