We offer fiduciary, fee-only financial planning
with no commissions, product sales, or long-term commitments.

Financial Planning with Investment Management

Our most-popular, premier full-service offering.

Or

Investment Management Only

Simple management of entire portfolio or as needed in case such as family trusts.

Or

Financial Planning Only

Best for those who value a professional guide and also have the knowledge, time, and desire to manage their own investment portfolio.

In addition to ongoing services, we also offer our

Retirement Assessment

Not ready for a long-term commitment? Our Retirement Assessment is a short-term, flat-fee service designed to answer your biggest retirement questions in just two meetings.

Click the button below to review the our pricing breakdown.

 

Start with a Retirement Assessment

If you are not ready for a long-term financial planning relationship, North Haven offers a Retirement Assessment service. This service can be completed in a few weeks and helps you decide if ongoing retirement planning is right for you. It answers common questions about your retirement readiness and provides a retirement roadmap for you. We will have two meetings. At the first, we will gather information and discuss your needs. We then analyze your situation and prepare your assessment with specific recommendations. In meeting two, we will explain the recommendations. You will also have 30-day access to our financial planning portal to make changes and test different assumptions.

The fee for the Retirement Assessment is $3000.  

Click the button above ⬆️ to start the assessment process

Click the button below ⬇️ to see a free sample Retirement Assessment