Each client who interacts with Northeast Planning Associates will experience a standard of excellence from our highly skilled team of financial advocates who are passionate about the client’s financial health and wellness.

Through excellent listening and communication skills, we create a safe, confidential, judgment-free place for individuals, families, and corporations to communicate about their financial health with Certified Financial Professionals, both Certified Financial Planners® and Financial Paraplanner Qualified Professionals®.

Engage and collaborate with our clients around wise financial stewardship by engaging their assets as a tool towards reaching financial and philanthropic objectives. We do this by empowering our clients to make their own decisions through high quality education.

Clients feeling at peace with their financial health including how their liquid net worth is being professionally managed. They understand that this professional management is being cared for so they can focus on living their best life.

For clients who wish to do so, we install biblical stewardship and generosity by guiding our community members how to use profits for charitable purposes to provide opportunities for people in need, both locally and internationally. We model this as an organization ourselves.

A team-centered self-managing practice composed of individuals who excel in communication and listening skills, operate interdependently in their area of responsibility, are faithful, available, and teachable, and think the best of each other, our clients and ourselves.