Our financial planning process is comprehensive.
We create a holistic snapshot of your financial situation by analyzing:
- Current and future sources of income
- Cash flow trends and budget considerations
- Family dynamics including college, estate and retirement planning
- Liabilities and other balance sheet items
- Current or future healthcare needs
- Aspirational spending goals
From there, we establish both your "needs" and your "wants" throughout each major stage of your life, and design action steps to move you forward in achieving those goals.
While 31 North's focus is on implementing appropriate investment strategies to pursue these objectives, we also will reach out to other relevant professionals, such as your attorney, accountant, or insurance agent, to coordinate and manage all the elements of the financial plan that we create together.
We embrace technology in our practice. Our powerful tools can show you, in real time, ways to make small changes that can quickly add up and provide new financial opportunities in the future.
Every client is unique. We believe you deserve a bespoke financial planning process empowered by technology. Please feel free to contact us to learn more about the entire range of powerful financial planning tools and methods we can place at your service.