Northstar Financial Planning Employee Directory

Financial ServicesUnited States11-50 Employees

Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping clients to align their finances with their goals and values. Our experienced advisors hold several distinctive certifications to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, we are uniquely qualified to help navigate finances during major life transitions—such as 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 acting as your fiduciary to help you achieve financial well-being while honoring your vision of financial success.

While we specialize in working with women in transition due to death of a spouse or a divorce, we are also dedicated to serving people who are experiencing other life-changing events such as retirement, change of employment, and business succession.  Typically, this means people who, as a result of change, face significant financial decisions at a delicate time in their lives and want professional assistance. 

Our expert advice and personalized service enriches the lives of our clients by helping them identify and achieve their financial and life goals.

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