Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping individuals, families and business owners to align their finances with their goals and values.
Our holistic approach helps you to navigate the various stages of life so that you can thrive throughout the journey. Northstar’s experienced team of advisors holds several certifications—including Certified Financial Planner, CPA, Certified Financial Transitionist and Chartered Retirement Planning Counselor—to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, Northstar is uniquely qualified to help navigate finances during major life transitions like loss of a spouse, divorce, retirement, inheritance, business sale, and financial windfalls in a supportive, comfortable environment.
As an independent Registered Investment Advisory firm, our success comes from helping you to achieve financial well-being and honoring your vision of financial success.
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