FAQ’S

  • No. The introductory conversation is intended to establish what has prompted you to seek advice and whether NorthPoint may be a suitable fit. If you decide to proceed, your advisor will explain which documents and information are needed for the discovery stage.

  • That is often how the relationship begins. NorthPoint can help you consider the immediate question and determine whether it affects other areas of your financial life.

  • No, recommendations are not implemented until they have been explained and you have agreed on the appropriate course of action. Your advisor will first review your existing arrangements and consider how well they support your wider goals.

  • NorthPoint has built a network of trusted CPAs and attorneys that we partner with to bring you tax preparation and estate planning. Alternatively, NorthPoint can coordinate with your existing professionals where their expertise is relevant to your financial strategy.

  • The appropriate review schedule depends on the nature of your relationship and your circumstances. Your strategy should also be revisited whenever a significant personal, financial or legislative change occurs.