Your Questions, Answered
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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, Paul will explain which documents and information are needed for the discovery stage.
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That is often how the relationship begins. Paul can help you consider the immediate question and determine whether it affects other areas of your financial life.
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No recommendations are implemented until they have been explained and you have agreed on the appropriate course of action. Paul will first review your existing arrangements and consider how well they support your wider goals.
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Yes. With your permission, Paul can coordinate with your existing professionals where their expertise is relevant to your financial strategy.
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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.
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You will work directly with Paul Pfeiffer. Personal continuity is a central part of the NorthPoint approach.