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Getting Started
With Northbank Partners

A Process Fit for the Quarter Lifer, the Gen Xer & the Baby Boomer Alike

While we have a guiding framework for the individuals and families we work with, our approach is always tailored to suit your needs. Before we begin, we invite you to reach out for a conversation to see if we are a good fit.

Start the Conversation


Meet and Greet

We’ll get to know each other, hear about your life and learn more about your financial needs.

A Thorough Analysis

Our team will analyze your current financial portrait and identify what gaps need to be filled.

Recommendations

In this meeting, we’ll walk you through the suggestions we’ve developed to help you work toward financial wellness.

Implementation

We’ll provide a set of items to put into action. When necessary, we are happy to collaborate directly with your tax advisor, estate planning attorney, and other professionals.

Orientation

Soon after you become a client, we’ll take some time to familiarize you with your new client portal, your new accounts, and answer any questions you may have.

Ongoing Review

We’ll conduct a regular 6-month review, but our team is also always here if you have questions or need to update your plan given new life circumstances.


24/7 Access Using Our Streamlined Online Client Portal


We equip all of our clients with an online portal through eMoney where you can view all of your accounts in one place and have a clear picture of your finances. You’ll also be able to project your future financial situation with eMoney’s planning tools.

Gentleman drinking coffee and checking online client portals


Whether you’d prefer to email us or give us a call,

we’re eager to see how we can help.


Contact Our Team