We believe it should be a pleasant experience to get your finances in order
Our Approach
The financial industry is undergoing very rapid change and being poised to respond accordingly is crucial to how well we can service our clients. We stay on the cutting edge of new tools and technologies so that we can best accomplish our clients’ goals.
Managing finances and planning for retirement is, on the surface, a scary and often complicated process for some. That’s why we also aim to make our process engaging – in fact, you might even forget you’re dealing with numbers and intricate financial scenarios.
Martin's story
Relatability and kinship make for strong working relationships (so does sharing a hike or a paddle on the water!)
Perhaps you work in the tech industry and earn more than you expected, but you know there is yet more potential to reach that next tier or two. Whether you’re planning to purchase a second home, long-term care and estate planning for your parents or what to do with your stock-based compensation, your interests and their financial considerations are a little more intricate than you would have imagined. You realize the execution and management of your financial life requires a holistic view, factoring in how to optimize your savings and where to allocate your monies, how to pay less taxes, how soon you’re able to retire, etc. At the same time, you demand financial peace-of-mind so you can fully engage in life whether it’s weekends filled with kid’s extra curricular activities or weeks set aside for travel and adventure.
Martin places great value on environmental concerns and appreciates investments vehicles that tilt toward innovation and doing what’s right for our planet. It’s no wonder Martin challenges the status quo of how things are done in his own practice. The benchmark against which he rests his decisions is simple, yet clear: will this make life easier and better for my clients?
Martin’s approach is very relationship-oriented and personal and he knows he has done his job well when he can free his client’s up both in time and mental capacity so that they can enjoy sharing experiences with people who matter the most.
Speaking of… don’t be surprised if you get an invite to his home for classic Swedish meatballs (köttbullar), to hike or to have a fika (Swedish tradition of taking a break over coffee and sweet treats with friends). Martin places a high degree of value in earning your trust and thrives on building relationships – perhaps this too is a Swedish thing…
If this is you, We would love to work with you…
You’re in that prime phase of life.
Perhaps you work in the tech industry and earn more than you expected, but you know there is yet more potential to reach that next tier or two. Whether you’re planning to purchase a second home, long-term care and estate planning for your parents or what to do with your stock-based compensation, your interests and their financial considerations are a little more intricate than you would have imagined. You realize the execution and management of your financial life requires a holistic view, factoring in how to optimize your savings and where to allocate your monies, how to pay less taxes, how soon you’re able to retire, etc. At the same time, you demand financial peace-of-mind so you can fully engage in life whether it’s weekends filled with kid’s extra curricular activities or weeks set aside for travel and adventure.
Yes, your financial life can get quite involved. But, this is where magic happens at Northern Lights. Out of the seemingly intricate puzzle are best course solutions. We get clear on what your financial life looks like right now, what you want to anticipate for tomorrow, what you dream about for the future and how you’d like to live once work is not a large part of your day-to-day.
Credentials
