Referral Email Text

Thank You for your trust in refering NorthPoint Financial Planning. The following one-time email will be sent from me to your friend or family member.


"Hi {friendfamilyName},

You have been referred to me by {yourName} as someone who might be interested in working with an independant financial advisor. As a Certified Financial Planner™, I take great pride in providing trusted fiduciary, planning and investment management services to clients like {yourName}.

If you would like to learn more about me and how NorthPoint Financial Planning can assist you in growing your wealth, go to, subscribe to our monthly eNewsletter, and click "Let's talk" when you are ready to discuss your financial objectives.

To encourage you to evaluate the benefits of working with NorthPoint Financial Planning, both you and {yourName} will receive a $25 Visa Gift Card if you commence any fee based service within the next 12 months.


Talk to {yourName}, visit the website and I look forward to meeting you soon.

Best always,


P.S. Per my commitment to {yourName}, your receipt of this one-time email will not cause you to be placed on NorthPoint Financial's future email distribution list."

OH Office Location          NC Office Location 
4 West Winter Street  
    6416 Sable Lane
Delaware, Ohio 43015    Greensboro, NC 27406

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NorthPoint Financial Planning, LLC. (“NFP”) is a registered investment adviser offering advisory services in the States of Ohio and North Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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