With the start of a new year, many of our clients are taking the time to fine-tune their goals for 2025. It’s the perfect moment to highlight one of our core beliefs at Northstar: Your goals are your North Star. Every plan we craft, every conversation we share, starts and ends with what matters most to you.

From the very beginning, we set out to get crystal clear on the dreams and priorities that light your path. Picture those goals as the guiding star, and think of your financial plan as the ship we’re sailing on together. Each crew member— your advisors and the tax strategies, estate planning, insurance, and investments they incorporate—has a role to play in steering you toward that destination.

Of course, life can throw curveballs—and often times your North Star will shift. When it does, we want to know as soon as possible. We’ll adjust your financial plan, tweak the sails, and make sure you’re still heading in the right direction. If you’ve experienced anything lately that might alter your course, don’t hesitate to give your advisor a call. We’re here to help you stay on track, no matter what life brings.

A Helping Hand for Your Loved Ones

And if you have a colleague, friend, or family member who could use a hand navigating their own North Star, we’d love to be there for them, too. We all know how overwhelming it can feel to sail these financial waters alone. If someone close to you is ready for a fresh perspective or simply needs a guiding crew, we’re happy to welcome them aboard. After all, no one should have to chart a course to their dreams without the right team by their side.