All In Planning
Northstar
Ongoing financial guidance
for wherever life takes you
How Northstar Can Help
As life changes, Northstar provides ongoing financial planning and investment guidance to help your family navigate new decisions. AIP helps organize your finances, manage investments, and adjust your plan as your goals and circumstances change. When a decision calls for other expertise, we can bring independent AIP Network professionals into the conversation. Watch this video to learn how Northstar can help.
Building a Bucket Plan
Our Bucket Plan organizes your assets by purpose and time horizon, connecting today’s needs with your long-term goals. This helps us choose investments and an appropriate level of risk based on when you expect to use your money, rather than predictions about the stock market. Watch this video to see how bucket planning brings clarity to financial decisions.
The AIP Difference
When a financial decision calls for an estate attorney, insurance professional, realtor, or another specialist, AIP can bring independent AIP Network professionals into the planning process. Your first consultation with each participating AIP Pro is included at no additional cost with Northstar. You choose which recommendations to follow and whether to hire a Pro; any additional advice or services are arranged separately with that professional.
Investment Strategies
Northstar helps your family choose an investment strategy that fits your goals, when you’ll need your money, and your comfort with market fluctuations. Watch this video for an overview of strategies commonly used by our clients and how we determine an appropriate approach for each household.
Investment Philosophy
Learn about the beliefs that guide how we approach investing, including how we think about risk, market uncertainty, and portfolio diversification. Understanding this philosophy can help you decide whether our approach to financial planning and investment management is the right fit for your family’s long-term goals.
Our Partners
We have partnered with Victory Financial Group and Orion Portfolio Solutions to provide our Northstar service to households across Texas. Watch this video to learn how Victory and Orion help.
Our Fees
Northstar’s annual advisory fee is a percentage of the assets we manage for you, with lower percentage rates as your assets grow. The fee supports ongoing planning, investment oversight, and guidance throughout the year. Watch this video to learn about the fees commonly associated with our Northstar service.
Investor Survey
Our Northstar Investor Survey takes just a few minutes and helps you consider whether our approach fits how you make decisions, navigate risk, and work with an advisor. If Northstar feels like a fit, the next step is a conversation about your goals. Click the image below to take the survey.
