Welcome to Northstar Financial Planning!
If you’ve made it to this page, that means one of our clients or colleagues believes you could benefit from our comprehensive Wealth Management Services. We are honored that you are here and would like to take this opportunity to introduce ourselves.
Who We Are
Our all women team is passionate about supporting and empowering 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, career change, or a health change, we're here to guide you through the process and help you achieve the financial security and freedom you desire.
What We Do
- Thinking partner, providing objective advice
- Disciplined customized Investment Management
- Advanced financial planning
- Holistic advice on your entire financial picture
- Collaboration with your other professional advisors
- Strong relationships – As a fiduciary, we are steadfast in upholding the highest standards of integrity and honesty in keeping our clients’ best interests at the forefront our work together.
Are you interested in Learning More?
fill out the contact form Schedule a Discovery meeting