Financial Transitions Planning
Are you in a life transition? Life events mean change and transitions. Life events that trigger transitions:
Loss of a spouse or partner – Marriage – Divorce
Retirement – Inheritance - Sale of a Business
Career Change - Change in Health
Financial transitions can be very complicated. As Sudden Money Advisors, we are experts in personal transition. Our process helps you:
The mission of Northstar’s Sudden Money™ initiative is to serve and empower our clients through a structured decision making process. To this end, we provide specific, consistent, and comprehensive counseling to individuals who are overwhelmed with personal decisions and responsibilities of money management from a Sudden Money event. Sudden Money™ has proven effective and transformative for participants as they gain self confidence and encouragement from the education and guidance they receive from Northstar during this vulnerable period.
Without transition management processes, rational long-term thinking can be replaced with confusion, emotional turbulence and inconsistent behavior that can lead to regrettable decisions including unsound financial decisions.
For a personal confidential consultation, please call
Robin at Northstar Financial Planning, Inc.
at 603-216-9226.
Life’s main money challenge is to live a meaningful life with an enjoyable lifestyle and to have our money last as long as we do. We understand the importance of a purposeful life, a satisfying lifestyle and long term security within the context of our financial realities. It’s about focus, clarity and life flow.
Contact us today to set up a free no-obligation appointment.
Northstar Financial Planning, Inc.
New Hampshire’s Financial Life Transition Planning Experts
112 Range Road
Windham, NH 03087
(603) 458-2776
info@northstarfp.com
Fee-Only • Independent • Certified Financial Planner • Financial Advisor • Registered Investment Advisors • Wealth Manager