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Connecting Your Wealth and Well-being. We Understand Life Transitions are Complex and Create Vulnerabilities that Can Put Your Financial Security at Risk.


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Life Transitions Also Create New Possibilities

How you feel today may not be how you feel 1, 3, or even 5 years from now. Our personal approach helps you move forward with clarity and confidence.  We help you explore your life and financial options, and make better decisions when you are ready that are grounded in your values and priorities. 


As your life evolves, our specialized process helps to enhance your well-being through holistic Wealth Management.


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 a judgement-free safe space to guide you through any transition life brings your way—and towards the financial security and freedom you deserve.”

Get To Know The Team

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Life Transitions…


What is a major life transition?

Retirement, sale of a business, divorce, loss of a loved one, or health change are all examples of extreme 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.


Discover How Our Services Work


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.



Northstar in the News


2023                    2023 

2023 Forbes Best-In-State Wealth Advisors and 2023 Forbes Top Women Wealth Advisors, rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Northstar Financial Planning, LLC does not pay a fee to Forbes or SHOOK Research in exchange for the ranking nor does it purchase advertising from Forbes/SHOOK. For more information, see SHOOKresearch



  2021

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.

For more information:

Journal of Financial Planning


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