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.”
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
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
Blending expertise, understanding and specialty training, we help you navigate every life chapter.
We are paid directly by you rather than earning a commission on products or solutions sold.
We are held to a legal and personal standard to provide recommendations that are in your best interest.
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
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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