On Your Life Journey, Change Is a Given
Life changes can be joyous, unsettling, unexpected or intentionally planned. At Northstar Financial Planning, our team is here to guide you through any transition life brings your way—and towards the financial security you deserve.
As your life evolves, we strive to enhance your well-being through holistic Wealth Management.
A Message from the Northstar Team
"Particularly during periods of transition, people need help navigating both the human and the technical side of money to successfully align their decisions with what is truly important in their lives.”
Our Talented Team Gets Noticed
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 Want To 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, serving the needs of women at every stage of life is our commitment.
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.
Work with us 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.
Those Who Are Retired or Soon to Be
Come retirement, it’s critical to strike a balance between embracing your vision and ensuring you won’t outlive your nest egg.
Gain the plan you need to experience a confident 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.
Northstar in the News
2023 2022
2021
Montgomery-Warschauer Award