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Our Process

At Northeast Planning Associates, one of the ways we build a trusted relationship with you is through our personalized planning process. We take the time to get to know you on a personal level before developing a customized financial plan tailored to your needs and specific circumstances.


We talk about the things that are most important to you, such as your family, community, church, and passions in life. We also discuss how you feel toward financial planning, what keeps you up at night, and where you envision yourself years down the road. Together, we determine where you are today, financially, and what next steps to take.


Based on what we discuss in the Discovery phase, we assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal and construct a framework for a plan that supports them.


A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we develop your comprehensive wealth management plan and investment strategy, and recommend specific strategies. We explain the reasoning behind our recommendations and ensure you feel comfortable with your strategies before implementing your customized plan.


After we implement your plan, we help you stay on track, prepare for the unexpected, anticipate changes, and make adjustments as needed. Bi-annually, we meet to review your plan, answer your questions, and evaluate your progress.

Beyond our scheduled meetings, we pride ourselves on our accessibility. We want you to feel comfortable reaching out to us whenever you have a question. During our office hours, one of our associates is always available to speak, and we strive to respond to emails and missed calls within 24 hours.