Accreditations

All Northstar advisors must be licensed as CFP® (“Certified Financial Planner”) practitioners.
The only credential in financial planning that we accept is the CFP® mark, which is awarded by the Certified Financial Planning Board of Standards to individuals following their successful completion of:

Education in the financial planning body of knowledge at a CFP Board registered institution, covering over 100 topics in investment, retirement, tax, estate, insurance and general principles of financial planning
Successful completion of a two day comprehensive national examination, which has a historical pass rate of less than 60%
Three years experience in the provision of personal financial planning to individuals
Adherence to a strict CFP Board Code of Ethics

Kinder Institute of Life Planning

Sam Hull CFP® and Robin Young CFP® earned the prestigious Registered Life Planner (“RLP®”) designation. This required completion of a five day residential training program followed by a six month practicum involving peer review with mentor coaching & supervision.

The Kinder Institute’s mission is to teach planners and advisors the relationship skills and methodology of Life Planning. Life planning is the human side of financial planning. Life planning seeks to discover the deepest and most profound goals of a client through a process of listening and inquiry. A life plan is much more meaningful than a conventional financial plan and is designed to ensure people achieve their deepest and most profound goals.

George Kinder is the co-founder of the Life Planning movement and was named in 2005 as one of the 25 Most Important People in Financial Planning. He has been quoted in saying "Americans are experiencing a personal crisis. They earn three times, on average, as much real income as their grandparents, yet they are no happier."

The Kinder Institute of Life Planning is a professional training institute which offers intensive residential training to financial professionals. For more information contact visit their website at www.kinderinstitute.com.

The Paladin Registry

Robin Young has been a member of The Paladin Registry since 2004 and has the highest classification as a “5 Star Advisor”.

www.paladinregistry.com

Substantially less than 10 percent of the more than 3,000 advisors who applied for consideration by Paladin professionals have made it into the Registry. The result is a web-based service that’s the first to provide:

High admittance standards that protect investors from weak advisors
A CIR rating for each advisor (CIR is Competence/Integrity/Risk)
Independent, comprehensive research by an objective third party
A 100 % rule for competency, integrity, licensing, and compensation
Compliance checks for all advisors
Full disclosure for potential conflicts of interest
Advisor agreements that put investor interests first

For more information on The Paladin Registry and the steps that Northstar is taking to build client trust, give us a call at (603) 216-9226 or email us at info@northstarfp.com.