SERVICES
An ongoing financial relationship built around understanding your business. The Northstead Retainer begins after a qualifying Financial Clarity Mapping or Financial Clarity Strategy review. That qualifying review counts as the first of four annual review points, and the remaining reviews continue as Financial Clarity Strategy reviews so you can track how your business evolves over time, identify new patterns as they emerge, and make decisions with the benefit of consistent context. Each review builds on the last. Instead of starting over every quarter, your financial history becomes part of the analysis, making it easier to recognize long-term patterns that are difficult to see in a single snapshot.
$4,500 annually. Your qualifying Mapping or Strategy review is credited toward the first-year total.
WHAT'S INCLUDED
Typically delivered within 10 business days of receiving your required documents.
HOW IT WORKS
01 Eligibility The Northstead Retainer becomes available after an initial Financial Clarity Mapping or Financial Clarity Strategy is completed. The amount paid for that qualifying review is credited toward the $4,500 first-year total, and that review counts as the first of four annual reviews.
02 Build Your Baseline After your qualifying review is complete, your Retainer schedule is established and your remaining balance reflects the amount already paid. Each following review builds from that baseline.
03 Your Clarity Continues Each quarter builds on the last, creating a running picture of your financial position and making changes easier to understand in context over time.
WHO IT'S FOR
The Northstead Retainer is available to clients only after an initial Financial Clarity Mapping or Financial Clarity Strategy is completed. It is designed for business owners who want ongoing financial continuity rather than a one-time snapshot. Each quarterly review builds on the last, creating a clearer picture of how the business is changing over time. For owners who want recurring financial insight and deeper visibility without the scope or cost of a fractional CFO relationship, the Retainer provides a more focused alternative. Capacity is intentionally limited so each ongoing client relationship receives the attention it requires.
HOW THE RETAINER WORKS
The Northstead Retainer is available after an initial Financial Clarity Mapping or Financial Clarity Strategy. The first Retainer year totals $4,500, and the amount paid for your qualifying review is credited toward that total. Your qualifying review counts as the first of four annual reviews, so every client reaches the same first-year total regardless of which qualifying service they completed. Each quarterly review builds on the last so changes in the business can be understood in context over time. Capacity is intentionally limited so each ongoing client relationship receives the attention it requires.
Available to eligible existing clients. Capacity is intentionally limited.
