Your financial plan should be more than a document—it should be a living strategy
Why Planning Matters
A financial plan isn’t a one-time checklist—it’s a tool that helps you move forward with clarity and confidence. At Northern Edge, we believe your plan should reflect who you are, what you value, and where you want to go. That means building a roadmap that evolves with you—not just reacts to market shifts.
Whether you're preparing for retirement, managing debt, or saving for a major milestone, a well-structured plan helps you make smart decisions with less stress and more intention.
The Planning Process
Our financial planning process is designed to be straightforward, transparent, and collaborative:
Initial Consultation
We start with a conversation—no pressure, just a chance to understand your goals, values, and current financial picture.
Goal Setting
Together, we define short-term priorities and long-term objectives, customized to your lifestyle and future.
Strategy Development
We build a tailored financial plan covering budgeting, savings, taxes, investments, insurance, and more.
Plan Review & Walkthrough
We walk you through the entire strategy, explaining recommendations and ensuring you feel confident about every step.
Ongoing Adjustments
Life changes—your plan should too. We’ll meet regularly to update and adapt your plan as needed.
What You Can Expect
Our clients tell us that financial planning brings more than numbers—it brings peace of mind. With our approach, you’ll experience:
Clarity around your goals and financial direction
Reduced anxiety when making big financial decisions
A roadmap tailored to your life—not someone else’s formula
Confidence that you’re on the right path, even when things change
Questions?
How often should I update my financial plan?
We recommend reviewing your plan annually—or anytime you experience a major life change like a job transition, home purchase, or retirement.
We recommend reviewing your plan annually—or anytime you experience a major life change like a job transition, home purchase, or retirement.
What information do I need to provide?
We'll ask for details on your income, expenses, savings, debt, insurance, and financial goals. Don’t worry if you’re unsure—our team helps gather and organize everything you need.
We'll ask for details on your income, expenses, savings, debt, insurance, and financial goals. Don’t worry if you’re unsure—our team helps gather and organize everything you need.
Is there a fee for financial planning?
Financial planning can be offered as a standalone service or as part of your broader wealth management relationship. We’ll walk you through all pricing options upfront.
Financial planning can be offered as a standalone service or as part of your broader wealth management relationship. We’ll walk you through all pricing options upfront.
