Established in 1994, Northstar Financial Planning is an independent, fee-only wealth management firm serving the Hanover community. Our all-women team of CFP® professionals—including specialists in Financial Life Planning (RLP®) and Certified Financial Transitionist® (CeFT®)—works collaboratively to help develop personalized strategies for individuals and couples throughout their financial journey.

Hanover, New Hampshire, is a rare blend of New England charm and intellectual energy. Home to Dartmouth College, the town balances culture, outdoor exploration, and a strong sense of community. Whether you’re enjoying the Hood Museum of Art, hiking through Pine Park, or spending a peaceful afternoon along the Connecticut River, life here offers endless opportunities to learn, grow, and thrive. As you embrace everything this Upper Valley community provides, having a thoughtful financial strategy can help you pursue each new chapter with clarity and confidence.

At Northstar Financial Planning, we aim to help Hanover residents work toward their financial goals through a client-centric approach. We understand that managing finances can be complex, especially during significant life transitions. In our welcoming office, we strive to provide guidance and support as you navigate each season of your financial journey.

Our Services in Manchester, New Hampshire

Retirement Planning

Retirement planning is an important aspect of working toward your financial future. It involves more than just amassing savings—it's about creating a vision and developing actionable strategies that align with the lifestyle you want to live. At Northstar, we understand that many business owners and professionals in Hanover wonder whether they’ve saved enough, how to maintain their lifestyle, or how to transition confidently into their next chapter.

We assist in developing a financial plan through income distribution strategies, investment coordination, and long-term planning designed to support you throughout retirement. Our goal is to help you work toward a smoother retirement transition and offer a clear roadmap aligned with your long-term goals.

Financial Planning in Hanover, NH

An integrated financial strategy can help you navigate life’s uncertainties. Our financial planning services aim to provide insights into essential questions such as:“Do I have enough?”“How can I work to manage taxes more efficiently?”“What strategies can help preserve and grow my family’s wealth?”

As your Hanover financial planner, we provide timely insights and customized solutions designed to help preserve your personal wealth. We strive to equip you with the tools, resources, and guidance needed to make informed decisions about your financial future.

Life Planning

Life’s transitions—such as a career shift, divorce, or the loss of a loved one—can be emotionally and financially overwhelming. If you’re seeking to realign your finances with your evolving values or navigate a period of uncertainty, our life planning services aim to support you through each step.

Our financial advisors in Hanover, NH, take the time to understand what matters most to you, helping you identify priorities, explore options, and address obstacles. Through a compassionate and collaborative process, we strive to help you clarify your personal wealth management goals and develop strategies that reflect the life you want to build.

Life Transitions

Life is filled with milestones—some joyful, others challenging. Our life transitions service provides a thoughtful and supportive space to navigate these moments, whether you're experiencing divorce, the loss of a spouse, or selling a business. We help you manage emotions, stress-test financial options, and make sound decisions during times when clarity can feel elusive. Our aim is to help you move forward with confidence and regain balance as you adjust to new realities.

Investment Management

Our investment advisors provide a disciplined and structured approach to investment management. Through our guidance, we aim to help alleviate concerns about risk levels, hidden costs, and the uncertainty that often comes with managing investments on your own. We optimize asset allocation and portfolio design using evidence-based strategies to help your wealth grow sustainably.

We also focus on minimizing expenses and improving tax efficiency through tools such as tax-loss harvesting and Roth conversion strategies. Whether you're seeking help evaluating investment choices or looking to deepen your investment knowledge, our objective is to empower you with clear, thoughtful insights.

Facilitation

Managing the many facets of your financial life can be time-consuming and overwhelming. The objective of our facilitation services in Hanover is to help you reclaim valuable time so you can focus on your priorities. We coordinate with your other advisors—such as estate attorneys, accountants, or business consultants—to streamline processes and ensure nothing falls through the cracks. Whether you're a business owner navigating employee benefits or an individual coordinating estate planning, our aim is to keep your financial life organized, efficient, and aligned with your goals.

What Are the Benefits of Having a Financial Planner in Hanover, NH?

Strategic Vision and Planning

A financial planner provides a strategic vision to help you define, organize, and prioritize your objectives. With guidance designed to help you stay on track, your plan can evolve alongside the life transitions and opportunities that arise.

Risk Management

Preserving wealth involves managing risk intentionally. A financial planner can help you identify potential risks and develop strategies designed to navigate market fluctuations and unexpected events so your financial plan remains aligned with your long-term goals.

Tax Optimization

Efficient tax planning is a key component of long-term wealth management. Financial planners help you uncover tax-saving opportunities—including Roth conversions and tax-loss harvesting—to structure your finances in a way that supports both immediate needs and future goals.

Emotional Support and Guidance

Financial decisions are often emotional, particularly in times of stress or transition. A financial planner provides reassurance and professional guidance to help you approach decisions with clarity rather than overwhelm.

Time and Resource Management

Managing your financial life alone can be both complex and time-intensive. By partnering with a financial planner, you can reclaim time and energy while receiving support in handling the intricacies of your financial strategy.

Work Toward Your Financial Goals—Contact Northstar Financial Planning to Get Started!

At Northstar Financial Planning, our commitment lies in seeing you thrive financially and personally. We’re passionate about simplifying the financial process to make it accessible and personalized to your aspirations. Be it planning for a major life transition or planning for your retirement years, our team is here to develop strategies to help you pursue your goals. With our supportive approach, we aim to provide you with the tools and confidence to make sound financial decisions.

Ready to take control of your financial future? Reach out to our professional team to schedule a call!