Wealth & insurance
Financial plan reviews and adjustments
Financial plans should evolve as life circumstances and goals change. We provide structured reviews to assess progress and identify adjustments.
A Bluestar Concierge will guide you to the right next step.
What’s included
Review of existing plans
We review your current financial plan and assumptions. This helps identify what remains relevant and what may need adjustment.
Assessment of life changes
We consider changes such as career shifts, family changes, or market conditions. These factors often influence planning priorities.
Adjustment options
Where changes are needed, we outline options clearly. This supports deliberate updates rather than reactive decisions.
Ongoing planning cadence
We discuss how often plans should be revisited going forward. Regular reviews help keep planning aligned with reality.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us