Our mission at North Point Strategies is to optimize the way we all look at life… the way we define wealth. Our driven culture derives from our experiences with people to enhance their perception of the world around them. We proactively plan in synergistic partnerships to provide the front row experience for every party involved. With the amount of uncertainty it's relevant now more than ever to seek the unorthodox practices that offer true collaboration with full transparency and accountability. The benevolent practices that focus on working together but more importantly care deeply about how to do so most effectively. That is what we pride ourselves in. Seeing all of this differently. Seeing wealth as something internal and so therefore it’s integral to have a strategy for achieving an overall sense of well-being and security. North Point Strategies is centered around providing the most effective and efficient strategies to solve problems for business owners and other successful individuals by utilizing a team based approach.
As partners our visions aligned with the intention of providing that first class experience in a boutique format with a thorough approach to legacy and longevity. To achieve this, we bring together elite service professionals to form a Proactive Planning Team and Virtual-Family Office in order to help scale their clients and their own practice subsequently. Nurses, Doctors as well as Patients must all work together, or it’s a recipe for complete chaos. The same applies to the financial service industry. Proactive planning makes sense from every angle, where reacting means that we’re playing catch up to something that's already happened. Our practice allows us to be value-centric, genuinely build our craft and attend to every detail by proactively planning ahead with deep collaboration across the board.
Once again to our core, we are a company that utilizes its strengths and abilities to see and experience things differently. Through those views and experiences, it is clear that the way people experience wealth and the financial industry as a whole is often misappropriated. That is the exact reason we practice the team based approach. Currently the industry is full of professionals that are all helping the same client, but from their own silo’s, sometimes cooperating but usually never collaborating. It’s irresponsible to think that one person can handle all the needs of a business owner that has a large gross income. It’s equally unrealistic for that same business owner to have to call five different professionals (who mind you, do not speak with each other) just to get multiple answers to an urgent problem at hand, still left with confusion as to what the best solution is. It is much more practical to assume that the one person the business owner calls, has a team of professionals to solve any problem at hand, at an elite level with the client leading the process and making informed decisions to excel their business.
We seek to ensure that the client is in control at every part of their journey. We recognize that people and businesses experience change all the time. Even more so the larger the business. The real question for us is how actively are we searching for an answer to a question we don’t know? vs. How often are we utilizing the strength of proactive collaboration to make a sound proposition for the proper outcome? We’ve truly made it our purpose to carry out that collaboration by forming a trustworthy network from which to employ when the client needs it most.
