Welcome to Northstar
In times of personal and financial transitions, Northstar serves as a constant ally. We are an independent, fee-only wealth management and financial life planning firm. As a Registered Investment Advisor, we operate under a fiduciary standard of care which means we always work in your best interest. We provide direction for individuals, families and business owners — particularly during periods of difficult transition. Northstar helps you take command of your financial life by applying expert advice, structured processes, and personalized, caring service.
How can we help you today?
WOMEN
Programs, services and resources for women in all stages of life.
WISER WOMEN WORKSHOP:
Wednesday, May 15, 2013 -Money Fears and What to Do About Them
6pm to 8pm at our Northstar Office
Join us for great conversation and to meet other fabulous women. Wine and cheese will be served!
FINANCIAL WELL-BEING:
How would you rate Your Sense of Financial Well-Being?
FINANCIAL TRANSITIONS
We help widows, retirees, divorce, business owners and others in transition (through our Sudden Money® process).
Northstar's Financial Transition Guidebook - request a copy today!
White Paper - Why is Financial Transition Planning Important?
Jan 2012 - Robin Young advances towards Mastery Level in Financial Transitions Management
May 2012 - Kristina George completes Collaborative Divorce Law Training
WHAT'S NEW
Quarterly Newsletter (HTML)
May 2013 - Melinda Davis Joins Northstar
January 2013 - Qtrly Client Ltr
September 2012 - Q & A with Robin in NH Business Review
INVESTMENT NEWS AND UPDATES:
June 2012 - Dimensional Funds on Equities - The Cost of Safety
June 2012 - New 401(k) Regulations: Employers, Are You Ready?