Client Stories

Your Personal CFO
Consolidate, Simplify & Strengthen your financial life

Each of the stories provides a unique look into the complexity of advice that North Star is capable of providing, based on each client’s individual life experiences.

There are many ways North Star creates value in addressing the unique opportunities affluence presents to individuals, families, businesses and foundations.

Life isn’t one-size-fits all and we believe financial planning should never be either. We worked with a few clients to share their stories about how North Star planned for their exact life events and situations. As your personal CFO, we listen, assess, and present a comprehensive wealth plan, tailored to your exact needs. We collaborate with your team of professional advisors, accountants, attorneys and outside investment managers to simplify your life, giving you and your family peace of mind.

Medicaid Planning

Alzheimer’s had become a part of Jen’s life when her father, John, was diagnosed with it. In July 2011, Jen, along with her family, knew John was no longer able to safely live alone. Faced with more questions than answers, they needed the help of a professional to navigate John’s care and finances.

Preparing for Divorce

Jane was married to David for 23 years and they had a 21-year-old daughter with special needs. Jane knew she wanted to divorce David and started making plans. Due to the current state of their relationship, Jane needed private and discreet planning to prepare a case for her divorce.

Suddenly a Widow

When Linda’s husband, Alan, passed away suddenly on Christmas Day 2016, in addition to the devastation of losing her husband at age 55, she needed help organizing her financial life, and quickly. Her long time friends from Ohio flew to Massachusetts to offer their support to her at the time of Alan’s death.

Business Owner

When Tom and Mark met in 2002, Mark actually was managing Tom’s mother-in-law’s and aunt’s finances. Through the course of working together to care for them, Tom came to realize Mark could also help him with his company and so much more…

Son with Addiction

When Elizabeth lost her mother and inherited an irrevocable trust she thought the hard part was over. She engaged Mark to help her with the management of the trust assets. However, with the persistent drug problems of today, she did not realize that some of her hardest decisions were yet to come. Over the course of their relationship, Mark learned that Elizabeth’s son Brandon had developed a drug addiction.

Why North Star Advisory Group

There’s something more powerful than luck or coincidence to help bring financial independence within reach – planning.

As professionals dedicated to continuing education and a high standard of ethics, we leave nothing to chance. We coordinate with other trusted professionals to ensure seamless management of your assets with services that range from portfolio management, insurance, tax, estate, retirement planning and beyond.

The result is a unique plan that has the underpinnings of knowledge required to carry it forward, a plan that is thoroughly researched and vetted, yet flexible and responsive to life’s many transitions.