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Wealth & Well-Being

Navigating Life's Transitions with Northstar Financial Planning

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Life is full of surprises, and sometimes those surprises can be overwhelming. Whether it's a sudden change in health, the loss of a loved one, or a major life transition like retirement, it can be difficult to know where to turn for help. That's where Northstar Financial Planning comes in.

A Holistic Approach to Wealth Management

At Northstar, we understand that major life transitions can be difficult and stressful. That's why we take a holistic approach to wealth management, taking into account not just your financial situation, but also your emotional and psychological well-being. We believe that in order to truly thrive, you need to have both financial security and emotional stability.

Expertise, Understanding, and Specialty Training

Our team is made up of all-women, mission-based professionals who are dedicated to supporting and empowering each other so that we can support and empower our clients to thrive personally and financially. We blend expertise, understanding, and specialty training to help you navigate every life chapter. Whether you're facing retirement, a divorce, the loss of a loved one, or a health change, we're here to guide you through the process and help you achieve financial security.

Fee-Only and Fiduciary

At Northstar, we are fee-only, meaning we are paid directly by our clients rather than earning a commission on products or solutions sold. We are also fiduciaries, meaning we are held to a legal and personal standard to provide recommendations that are in our clients' best interest. This ensures that our clients' needs always come first.

Are You Facing a Major Life Transition?

If you're facing a major life transition and need help navigating the financial side of things, contact Northstar Financial Planning today. We're here to help you find your way through your life transition and achieve the financial security you deserve. Don't let life's surprises catch you off guard. Let us help you thrive personally and financially.

Written by Robin Young

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