Connecting Your Wealth & Well-Being
A women-centered approach to wealth management that
reflects your values, your purpose, and your legacy.
Who We Work With
Based in Windham, New Hampshire, we proudly serve clients nationwide.
WOMEN CONFRONTING A LIFE CHANGE
COUPLES WHO ARE RETIRED OR SOON TO BE
COUPLES PREPARING FOR THE FUTURE
SMALL BUSINESS OWNERS & EXECUTIVES
Fiduciary, Fee-Only Guidance for Wealth That Serves Your Life
Northstar is an independent, women-owned, fiduciary wealth management firm specializing in guiding women and those they love through major life transitions, including retirement, divorce, loss of a spouse, business sale, and inheritance. Our holistic, fee-only approach connects your wealth and well-being with advisors credentialed in financial planning, life planning, and financial transition.
Women and Major Life Transitions
On Your Own, but Not Alone.
Major life transitions often involve complex financial decisions and new responsibilities. In this guide, we explore five unique challenges women commonly face as they navigate life's most significant changes:
- Widowhood
- Retirement
- Divorce
- Inheritance
- Sale of a Business
- Career Change
You'll gain insight into the financial considerations these transitions often bring and learn how thoughtful planning can help you move forward with purpose.
We also discuss how Northstar's specialized training as Certified Financial Transitionist® (CeFT®) allows us to guide women and those they love through times of transition.
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A Message from the Northstar Team
"Life is filled with transitions: some welcome, some unexpected, and all uniquely personal. Our role is to serve as a trusted thinking partner, helping you navigate the financial decisions that accompany change while keeping your goals, values, and well-being at the center of the conversation.”
Affiliations
Life Transitions are Complex.
Major life transitions can affect every aspect of your life. While they often require difficult decisions, they can also open the door to new opportunities and a renewed sense of purpose.
What are major life transitions?
Retirement, the sale of a business, divorce, loss of a spouse, inheritance, and significant health changes are all examples of major life transitions. These events are often accompanied by complex financial decisions.
Are you experiencing one?
Whether a transition is planned or unexpected, it can be difficult to know where to start. You may find yourself making decisions you've never faced before or taking on financial responsibilities for the first time.
How are you managing it?
Periods of change can affect not only your finances but also how you think, feel, and make decisions. Having a trusted thinking partner can help you evaluate your options, avoid costly mistakes, and move forward in ways that align with your goals and values.
We Help You Find Your Way Forward
Our goal is to help you
NAVIGATE THE UNCERTAINTY THAT OFTEN ACCOMPANIES CHANGE
RE-ESTABLISH BALANCE AND DIRECTION
MOVE INTO YOUR NEXT CHAPTER FEELING INFORMED AND PREPARED
Why Choose Northstar Financial Planning in
New Hampshire
Dedicated Team
Blending expertise, understanding, and specialty training, we help you navigate every life chapter.
Fee-Only
We are compensated directly by our clients. We do not earn commissions from products or investments, allowing us to provide objective advice focused solely on your needs.
Fiduciary
We are legally and ethically committed to acting in your best interest and providing recommendations designed to support your long-term well-being.
Independent
Our independence allows us to evaluate a broad range of solutions and recommend the strategies that best align with your goals, values, and circumstances.
Supporting Women, Mission Based
Our woman-centered approach helps women and those they love to navigate major life transitions, providing guidance that reflects both the financial and personal dimensions of change.
Holistic Approach
We collaborate with your attorney, accountant, and other trusted professionals to help ensure every aspect of your financial life works together in support of your goals.
Northstar in the News
2025 Forbes “Best in State Wealth Advisors” published April 2025, research by Shook Research, LLC., data as of September 2024.
2026 Forbes “Best-In-State Top Women Advisors” published February 2026, research by Shook Research, LLC., data as of June 2025.
Each year thousands of nominations are assessed on their impact, based on the Shook Methodology. Compensation is provided for using, not obtaining the rating. Rankings are not indicative of Northstar Financial Planning or it's advisors' future performance.
Montgomery-Warschauer Award
Northstar Financial Planning earned the Montgomery-Warschauer award honoring the paper published in the Journal of Financial Planning that provided the most outstanding contribution to the betterment of the financial planning profession. The award was based on Julie Fortin’s paper, “Integrating Interpersonal Neurobiology into Financial Planning”. The award was created and administered by The Financial Planning Association. Northstar Financial Planning did not pay the FPA for participation in the rating process and 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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