Since 1994, Northstar Financial Planning has provided thoughtful and personalized financial strategies to help Amherst residents navigate their financial lives with clarity and confidence. As an independent, fee-only wealth management firm, we work closely with individuals and couples to align financial decisions with their values and long-term goals. Our all-women team of CFP® professionals, including specialists in Financial Life Planning (RLP®) and Certified Financial Transitionist® (CeFT®), offers a collaborative and client-centered approach for every stage of your financial journey.
Amherst, New Hampshire, is known for its historic charm, strong sense of community, and scenic surroundings. With its town green, conservation land, and proximity to both Nashua and the greater Boston area, Amherst offers a balance of quiet living and professional opportunity. Whether you are planning for retirement, managing career or business decisions, or navigating a personal transition, a well-crafted financial plan can help you make informed choices that support your lifestyle and future.
At Northstar Financial Planning, we believe financial planning is most effective when it reflects your unique circumstances. With nearly three decades of experience, we provide personalized guidance that adapts as your life evolves. Our welcoming environment and client-first philosophy are designed to support you with clarity and confidence at every stage.
Our Services in Amherst, NH
Retirement Planning
Our retirement planning services go beyond asset accumulation. We help you develop strategies that align with your vision for retirement while accounting for lifestyle goals, income needs, and long-term priorities. Our guidance is designed to support informed decision-making around benefits, income planning, and timing so you can approach retirement with greater confidence.
As part of a broader planning approach, we integrate retirement strategies into your overall financial plan to ensure continuity and adaptability as your goals change.
Financial Planning
As your financial planner in Amherst, NH, we offer more than investment guidance. Our approach focuses on creating strategies that reflect your values, lifestyle, and long-term objectives. We help you make informed decisions around benefits, cash flow, and income planning to support both current needs and future goals.
Our services extend beyond retirement planning to comprehensive financial strategies that evolve alongside your life. Whether you are refining an existing plan or navigating a transition, we are here to provide steady guidance.
Life Planning
Balancing financial strategies with changing priorities requires thoughtful planning. Whether you are navigating career changes, family transitions, or major life events, our life planning services offer structure and adaptability. We collaborate with NH Tax & Business Services to help you evaluate decisions and move through transitions with greater clarity and confidence.
Our focus is on aligning financial choices with what matters most to you, both now and in the years ahead.
Investment Management
Our investment strategies emphasize diversification and alignment with your long-term goals. We help you make informed decisions by monitoring market conditions and adjusting strategies as needed. Through collaboration with trusted partners, we ensure your portfolio remains flexible and responsive while staying grounded in your objectives and risk preferences.
Facilitation Services
Our facilitation services simplify financial management by coordinating with attorneys, accountants, and other professionals involved in your financial life. This collaborative approach helps ensure your broader strategy remains cohesive, including tax planning and estate considerations. By streamlining communication and oversight, we help reduce complexity while keeping your plan aligned with your goals.
What Are the Benefits of Having an Amherst Financial Planner?
Strategic Vision and Planning
A financial advisor in Amherst, NH helps clarify your objectives and develop strategies that adjust to life changes and evolving conditions. This approach connects long-term goals with practical planning.
Risk Management
A proactive focus on identifying and managing risk supports financial stability during periods of uncertainty. Advisors help develop strategies designed to manage volatility and changing circumstances.
Tax Optimization
Tax planning is a key component of our approach. By identifying opportunities such as Roth conversions and tax-loss harvesting, we help enhance efficiency and support long-term outcomes.
Emotional Support and Guidance
Financial decisions are not purely numerical. Having a trusted advisor provides steady guidance during complex or emotionally charged moments, helping you stay focused and grounded.
Time and Resource Management
By managing your financial strategy, advisors help free up your time and mental energy. This allows you to focus on personal and professional priorities while knowing your plan is being thoughtfully managed.
Discover Your Financial Potential: Connect with Our Amherst Advisors
Your financial journey deserves personalized guidance and thoughtful solutions. At Northstar Financial Planning, we help you develop strategies that align with both your immediate needs and long-term goals. Our financial advisors serving Amherst, NH focus on understanding your priorities and offering planning solutions that support your lifestyle and future aspirations.
When you partner with Northstar, you gain more than financial advice. You gain a trusted team committed to clarity, perspective, and long-term support as you move forward with confidence.
Take the first step today. Contact us to schedule your consultation and discover the opportunities that lie ahead.