Welcome to Northstar Financial Planning

Northstar is a Fee-Only, Wealth Management and Financial Life Planning Firm that provides expert advice, structured processes and personalized, caring service to individuals, families and business owners. Throughout our lives we experience transitions that can often be difficult and upsetting to navigate alone. Here's how we can help you.

WOMEN & WEALTH

In the past decade, women have had enourmous success in business and wealth accumulation. We believe that a holistic approach to wealth management is the best way to serve the unique needs women have for financial advice throughout the stages of their lives.

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WOMEN & WEALTH BLOG

Women in Business: Planning for Retirement By: Melinda Davis, CRPC


WISER WOMEN WORKSHOPS

We have no workshops scheduled at this time. We will send you updates as soon as we schedule our next event.

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FINANCIAL WELL-BEING:

How would you rate your sense of financial well being? Take the test.

Self Assessment Test


NEWS & ARTICLES

Applaud Women: Spring 2015

CREATE A FINANCIALLY SECURE RETIREMENT

By: Melinda Davis, CRPC

Applaud-Spring-2015

Applaud Women: Winter 2015

KIDS & MONEY

By: Julie Fortin

Applaud Winter 2015

FINANCIAL TRANSITIONS

As Sudden Money® Advanced Accredited Advisors, we are trained to help widows, retirees, divorcees, business owners and others successfully manage financial life transitions.It's not just a matter of managing the financial situation - it's managing the change.

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MANAGING TRANSITIONS

Do you have Transition Fatigue?

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NEWS & ARTICLES

Recognizing and Managing Transition Fatigue by Robin Young

Robin quoted in CNBC on How to Handle Sudden Wealth.

"I Wish I Knew" by Kristina George on the upheavals of divorce.

White Paper - Why is Financial Transition Planning Important?


CERTIFICATIONS

Robin Young is a Certified Financial TransitionistSM

Kristina George completes Collaborative Divorce Law Training


 

 

 

 

 

 

WEALTH MANAGEMENT

Wealth management is a premier service for ongoing Financial Life Planning and Investment Advisory. Our mission is to empower you to make informed financial decisions by providing consistent personal service and unbiased expert advice.

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PLANNING WORKSHOPS

WEBINAR: April 17, 2015 at 12:30pm presented by Kristina George

Topic: Social Security Planning: What Baby Boomers need to know to maximize retirement income.

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INVESTMENT EDUCATION

Northstar Webinar Series

The Basics of Investing: Part I

The Basics of Investing: Part II


NEWS & ARTICLES

FOURTH QUARTER 2014

Quarterly Market Review

Quarterly Letter

Robin Young chosen to serve on the New Hampshire Charitable Fund Regional Advisory Board

Robin Young featured on the cover of December's Advisor Solutions Magazine

2014 robin front page


WEALTH & WELL-BEING BLOG

Planning for Later Years by: Julie Fortin

Create a Financially Secure Retirement by: Melinda Davis, CRPC