Our Process

Here at Northern Sky Financial, our mission is to help our clients plan, grow, and protect their finances. Here is how we do that:

We have many options for our clients. If you want to join us through this full process of financial planning, we are happy to help. However, we also offer a-la-cart options for all our products as well. When choosing to complete the financial planning process, our steps are:

Step 1

Complete an initial meeting to understand your needs.

It’s important we fully understand your personal, family, and/or business needs. In order to provide you with the best service, we like to get to know our clients. This initial meeting helps us to understand those needs properly.

As long as you’re comfortable, some of the topics we like to cover in this meeting are: Your health, financial situation, lifestyle, family situation, future goals, retirement plans, etc.

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Step 2

Spend time to educate you on the possible solutions to those needs.

One of the things we love most is educating our clients. As long as you’re not in a rush, neither are we.

Let’s take the time to properly educate you on how this all works. Whether we’re talking about life insurance, investment options, dental plans, or a full financial plan, we want to provide you with as much understanding as possible.

This way, you can feel secure in knowing you’ve explored all choices.

 

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Step 3

Provide you with our recommended solutions for your needs.

Of course, in addition to giving our clients all of the options, we know that many people come to us for our expert advice. That’s why we will always provide our professional recommendations to you.

Ultimately, you make the final decision on what’s best for you.

What are you waiting for?