Financial Planning

A financial plan is the ideal starting point for making smart investment decisions. Let us help give you sense of direction for all of your financial choices.


Get a Financial Plan

As a Wealth Management client or retirement plan participant, part of our service includes the creation of your personalized financial plan.

You'll get...

  • Access to our financial planning software eMoney
  • A net worth statement
  • A cash flow plan
  • Help with budgeting and goal setting, if needed

Set Retirement Goals

Central to establishing a financial plan is retirement planning. Make sure your savings are ready for your retirement when you are.

We'll help determine...

  • Income needs in retirement
  • Retirement date
  • Investment and withdrawal strategies
  • When to apply for Social Security

Prepare for the Future

We can help you be prepared for anticipated life events — like buying a house, paying for college, or planning your estate — as well as unanticipated life events.

We can help you prepare by...

  • Determining insurance needs
  • Helping with college expense planning or other goals
  • Providing estate planning guidance for the transfer of wealth to beneficiaries

Sound Helpful?

If you're already a client with Northern Capital Management or Northern Capital Retirement Services, financial planning is included as a part of our service. If you are not a client and would like to receive a full one-time financial plan, we do offer this service separately. Just contact us to get started.