Northstar is an independent Fee-Only Financial Life Planning and Wealth Management firm serving families, women, executives and small business owners. We work with you to coordinate your life planning, wealth management strategy and comprehensive financial planning needs, including investment analysis, tax planning, estate and legacy planning, company benefits planning and charitable planning. In retirement we are trained to work with you to achieve a phase of life that can be richly fulfilling and a time for regeneration and renewal.
Financial Life Planning involves achieving your goals and dreams. It is an ongoing process of working with you to build a vision of what a truly satisfying life for you and your loved ones would look like, and then managing your life’s resources to make those dreams become reality. We are trained to “listen to your life” and to then integrate life planning with your financial planning.
Independent and Fee Only When your future is at stake you need advice you can trust with absolutely no conflicts of interest. You need an objective voice to help you make important financial decisions. We show our honesty and integrity by accepting our fiduciary obligations and putting your interests first –always and with no exceptions. Northstar is a Fee-Only firm, which means we are paid only by you. No commissions, no kickbacks, no hidden fees! Our independence assures absolutely no conflicts of interest.
We generally require new full-service clients to entrust us with a minimum
of $1 million in investments assets within six months of initial engagement.
Fees for our services are shown in our current Fee
Schedule.
Call us today at (603) 216-9226 to set up a free no-obligation appointment or email us at info@northstarfp.com.
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