Create a financial plan that brings you PEACE.
Greetings!
My name is Traci Johnson and I am the founder and President of Northpointe Financial Advisors. I am delighted that you've taken the time to explore our website and show interest in shaping your financial future!
Together, with my Chief Operating Officer, Tammy Kaiser, we bring many years of experience in finance and accounting and we are both registered Investment Advisors. It brings us immense joy to assist individuals in empowering themselves through thoughtful financial planning.
Contrary to common perceptions, financial planning doesn't have to be a source of stress or frustration. There is tremendous satisfaction in achieving savings goals, purchasing your first home and knowing that you're on the path to a successful retirement.
Feel free to navigate the website, and be sure to schedule your complimentary 30-minute call. This isn't just a session to outline our services. We genuinely want to learn more about you, your aspirations, and dreams for your finances. Whether or not you choose to work with Northpointe, you'll leave with actionable steps to realize your financial goals.
We're eager to meet you! Remember, you belong here. You deserve financial security, and we're here to guide you through this journey. Looking forward to connecting with you soon!