Transforming Wealth into Well-Being
Helping you navigate the complexities of wealth management with a focus on enriching your life and securing your legacy.
Managing Your Wealth with Purpose
Whether you are transitioning through a major life change, planning a fulfilling retirement, or managing an inheritance or legacy, our personalized strategies ensure your financial journey is about more than money - it's about achieving true prosperity and peace of mind.
Women and Major Life Transitions
On Your Own, but Not Alone.
In this flipbook, we identify five unique challenges that women may face while going through major life transitions such as:
- Widowhood
- Retirement
- Divorce
- Inheritance
- Sale of a Business
- Career Change
And we discuss how Northstar's specialized expertise as Certified Financial Transitionists® can help.
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A Message from the Northstar Team
"On your life journey, change is a given. Life changes can be joyous, unsettling, unexpected or intentionally planned. Our team offers specialized expertise and a judgement-free safe space to guide you through any transition life brings your way—and towards the financial security and freedom you deserve.”
Affiliations
Life Transitions are Complex.
They create vulnerabilities that can put your financial security at risk. They also create new possibilities.
What is a major life transition?
Retirement, sale of a business, divorce, loss of a loved one, or health change are all examples of big changes.
Are you experiencing one?
How do you feel about managing this on your own? Where would you put yourself on this journey?
How are you managing it?
Clients in transitions have unique needs, such as how to identify and work through the behavioral and cognitive struggles that can lead to regret.
We Help You Find Your Way Through Your Life Transition
Our goal is to help you
DEAL WITH THE SHOCK OF CHANGE
REGAIN BALANCE
MOVE FORWARD INTO YOUR FUTURE WITH CLARITY, CONFIDENCE, AND CONTROL
Who We Work With
Women Confronting a Life Change
Whether you’re going through a divorce, dealing with the loss of a spouse, or experiencing another change, we walk beside you guiding you as you re-create this next chapter.
Let us help you thrive personally and financially.
Small Business Owners & Executives
When attention and energy is split between family and work, high-performing professionals often lack the bandwidth to optimize their financial lives.
We work together to create a plan towards long-term financial freedom.
Couples Preparing for the Future
You’re in your high-earning years and in your career stride, preparing to send kids to college, and may be caring for aging parents. You want a plan to connect the dots.
We create a holistic strategy to support your goals and priorities.
Those Who Are Retired or Soon to Be
Come retirement, it’s critical to strike a balance between creating and embracing your vision and ensuring you won’t outlive your nest egg.
Gain confidence and clarity with an integrated plan that addresses all aspects of your life in retirement.
Given our level of specialization, we’ve found that our services provide the most value to those with
one million or more in investable assets.
Northstar at a Glance
Expert Team
Blending expertise, understanding and specialty training, we help you navigate every life chapter.
Fee-Only
We are paid directly by you rather than earning a commission on products or solutions sold.
Fiduciary
We are held to a legal and personal standard to provide recommendations that are in your best interest.
Independent
Our independence means we can access all solutions to identify the best options for your needs.
All-Women, Mission Based
Supporting and empowering each other so that we can support and empower our clients to thrive personally and financially.
Holistic Approach
We collaborate with your supporting professionals, including your attorney or accountant, to carry out your plans and achieve lifelong goals.
Northstar in the News
2024 Forbes “Best in State Wealth Advisors” published April 2024, research by Shook Research, LLC., data as of September 2024
2024 Forbes “Best-In-State Top Women Advisors” published February 2024, research by Shook Research, LLC., data as of June 2024.
Each year thousands of nominations are assessed on their impact, based on the Shook Methodology. Compensation is provided for using, not obtaining the rating. Rankings are not indicative of Northstar Financial Plannings' or it's advisors' future performance.
Montgomery-Warschauer Award
Northstar Financial Planning earned the 2021 Montgomery-Warschauer award honoring the paper published in the Journal of Financial Planning that provided the most outstanding contribution to the betterment of the profession in the preceding year based on Julie Fortin’s paper, “Integrating Interpersonal Neurobiology into Financial Planning”. The contest was created and administered by The Financial Planning Association . Northstar Financial Planning did not pay the FPA for participation in the rating process and we were not involved in the creation or results tabulation of the voting. We did not purchase advertising in the Journal of Financial Planning after winning the award.
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