Refer a Friend
When you refer a Friend or Family member to NorthPoint Financial Planning both you and your Friend or Family member could qualify to recieve a $25 Visa Gift Card.*
By completing this form, a one-time email will be sent to your friend or family member and will not cause them to be placed on NorthPoint Financial's future email distribution list. The text of the email that will be sent can be found HERE.
* Both client (clients only) and referred friend or family member will receive a $25 Visa Gift Card when the referred friend or family member commences any fee-based service within the following 12 months of the initial referral. Limit $75 per client household annually.