Our Process

Here at Northeast Planning Associates, we start by listening to you. You are the centerpiece of our process. We want to hear what your three-year vision looks like, and if you haven’t thought about that, we can help you discover that vision. Then, we collaborate with you on building a plan.

We help clients design a path for their financial future so that they can live their best lives. Having a team helps our community to stay on course through life’s ups and downs. We’ve found that once clients understand the purpose of different segments of their net worth and overall risk management, they make better decisions and achieve better outcomes.

We’re experienced at creating a safe, confidential, and judgment-free atmosphere so that clients are free to explore life’s possibilities using various approaches and financial vehicles. No one thrives if they feel afraid, belittled, misunderstood, or uninformed. Instead, our process ensures that people are seen, heard and understood as people first, never as a number. This is the foundation we build upon with our community members to ensure that clients understand their plan, the best options and are empowered to make their own decisions. 

When a client onboards with us, they’ll experience a three-step initial process:

  1. Fact-finding: What brings you to us? Where have you been? What are you hoping to accomplish by partnering with us? What matters the most to you? If we are putting a puzzle together with you, this is the phase where we gather all those pieces.

  2. Description: We’ll help you see where you’ll end up if you don’t change anything about your current trajectory. We put your current puzzle together with you, then we compelte a “teach-back” so you can see how well your current plan is working relative to your best life narrative and the specific, measureable goals that support that.

  3. Prescription: If a team of Certified Professionals were in my position, what would they do, how would they do it and why would they do those things?" If we’re putting a puzzle together, are there any puzzle pieces missing? Are there pieces that are part of a different puzzle that you have? We’ll walk you through how to optimize your resources so that your financial world is in line with your future best life narrative.

Once Your Are a Community Member, we will…

  1. IMPLEMENT: Our “general contracting” advisors (Certified Paraplanners) will collaborate with you to implement the plan you agree to. This comes after the “prescriptive” phase outlined above.

  2. MAINTAIN: How often would you like to meet to keep our collaboration healthy? We want to know what your communication preferences are so that we can align with your expectations, including frequency and communication medium (text, email, phone call, virtual meeting, in person, etc.). In between your sessions with us, we’ll proactively monitor and maintain your plan from our end using state of the art technology and a personal touch.

  3. BE ON DEMAND: Whenever you have a significant life event or would like some advice, we’re just an email, office visit, phone call, or virtual meeting away. We pride ourselves our on response time and availability for our community members. This is the primary reason we are only selectively accepting new clients. This enables us to assist our current community members with the degree of care and respect that we ourselves would expect.

Ready to develop a sound financial plan?
We are with you. Start the onboarding process by contacting us today.