Professional Financial Planning In Manchester By Northstar Financial Planning

Established in 1994, Northstar Financial Planning is an independent, fee-only wealth management firm serving the Manchester 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.

Manchester, New Hampshire, is where history and modern life meet. You can enjoy a stroll in the beloved Currier Museum of Art or spend a day in the peaceful serenity of Stark Park. Whether you're a downtown dweller or residing in Rimmon Heights, Corey Square, or West Side, life here is vibrant and full of possibilities. As you enjoy the many facets of this community, having a thoughtful financial strategy can help you pursue opportunities with purpose.

At Northstar Financial Planning, we aim to help Manchester residents work toward their financial goals through a client-centric approach. We understand that managing finances can be challenging, especially during 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 pursuing your financial future. It involves more than just amassing savings; it's about creating a vision and actionable retirement plans that cater to your desired lifestyle. At Northstar, we understand that many business owners and professionals in Manchester worry about whether they've saved enough or how to maintain their standard of living.

We assist in developing a financial plan through income distribution and investment strategies to sustain you throughout your retirement. Our goal is to help you work toward a smoother retirement transition and offer you a roadmap that aligns with your long-term goals.

Financial Planning in Manchester, NH

An integrated financial strategy can help navigate life's uncertainties. Our financial planning services aim to provide insights on key questions like "Do I have enough?", "How can I work to manage taxes?" and "What strategies can help preserve my family's wealth?" 

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

Life Planning

Life's changes, such as a career switch, divorce, or loss of a loved one, can be challenging. If you're looking to align your finances with evolving life values or cope with difficult times, our life planning services aim to equip you with the tools and guidance to help you thrive.

Our financial advisor in Manchester, NH, takes the time to understand what matters most to you and help you identify priorities, explore options, and overcome obstacles. Through a supportive and collaborative approach, we strive to help you clarify your personal wealth management goals and develop strategies aligned with your vision for the future.

Life Transitions

Life is full of life events—some joyous, others challenging. Our life transitions service provides a safe space to navigate these changes, such as divorce, loss of a spouse, or selling a business. We help manage stress and emotions, stress-test financial options, and provide ongoing support in difficult times. Our aim is to help you move forward with clarity and confidence, guiding you through timely insights that will help you regain balance.

Investment Management

Our professional investment advisors provide a structured approach to investment management and planning. Through our investment advice, we aim to alleviate concerns about risk levels and hidden costs in your investment portfolio. We employ a disciplined strategy, optimizing asset allocation and portfolio design so that your wealth grows sustainably.

We also focus on minimizing expenses through tax-efficient methods like tax-loss harvesting and Roth conversions. If you're seeking guidance on investment choices or seeking investment education to enhance your knowledge, our objective is to empower you with the insights needed to make wise decisions.

Facilitation

Dealing with the complexities of wealth management can be time-consuming and daunting. The objective of our facilitation services in Manchester is to help you reclaim precious time so that you can focus on your priorities. We collaborate with your other advisors, such as attorneys or accountants, to streamline the process. Whether it's business owners managing company benefits or individuals requiring estate planning, our aim is to help make your financial journey smooth and aligned with your financial goals.

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

Strategic Vision and Planning

A financial planner provides you with a clear strategic vision with the goal of helping you define and prioritize your objectives. They can offer guidance on achieving these goals so that you stay on track and adapt to any life events or transitions that arise.

Risk Management

Managing risk is an important part of working toward preserving your wealth. A financial planner aims to help you identify potential risks and develop strategies designed to manage market fluctuations and unexpected events. We strive to provide investment guidance to help align your plans with your goals.

Tax Optimization

Efficient tax planning is essential for optimizing your wealth management strategy. Financial planners help you capitalize on tax-saving opportunities, such as Roth conversions and tax-loss harvesting, structuring your finances to support your immediate needs and long-term goals.

Emotional Support and Guidance

Financial decisions can be emotional and overwhelming, especially during difficult times. A financial planner offers reassurance and aims to provide professional guidance to help you navigate decisions.

Time and Resource Management

Managing your entire financial life on your own can be complex and time-consuming. By partnering with a financial planner, you can free up time and resources so you can focus on your other priorities while they handle 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!