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Northstar Financial Planning

Northstar Financial Planning

金融服务

Windham,NH 272 位关注者

Where Your Wealth and Well-Being Connect

关于我们

Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping clients to align their finances with their goals and values. Our experienced advisors hold several distinctive certifications to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, we are uniquely qualified to help navigate finances during major life transitions—such as loss of a spouse, divorce, retirement, inheritance, business sale and financial windfalls—in a supportive, comfortable environment. As an independent Registered Investment Advisory firm, our success comes from acting as your fiduciary to help you achieve financial well-being while honoring your vision of financial success. While we specialize in working with women in transition due to death of a spouse or a divorce, we are also dedicated to serving people who are experiencing other life-changing events such as retirement, change of employment, and business succession. Typically, this means people who, as a result of change, face significant financial decisions at a delicate time in their lives and want professional assistance. Our expert advice and personalized service enriches the lives of our clients by helping them identify and achieve their financial and life goals.

网站
https://www.northstarfp.com
所属行业
金融服务
规模
2-10 人
总部
Windham,NH
类型
私人持股
创立
1994
领域
Wealth Management、Registered Investment Advisor、Financial Life Planning和Financial Transition Planning

地点

Northstar Financial Planning员工

动态

  • Starting over can be exciting, but stepping back into the dating world after divorce often feels overwhelming. Where do you begin? How do you set healthy boundaries? And most importantly, how do you rebuild confidence along the way? Our free, on-demand webinar is here to help. Join us as we explore practical strategies for dating after divorce—from boosting your confidence to navigating modern dating dynamics with ease. Featuring Guest Speaker: Susan Trotter, Ph.D. A relationship coach with expertise in dating, relationships, and divorce, Susan specializes in: ?? Helping people improve communication and connection ?? Guiding those navigating divorce with confidence ?? Supporting those ready to re-enter the dating world—online and in person This webinar is designed to empower you, whether you’re actively dating or just considering what’s next. ?? Watch on demand anytime: https://lnkd.in/d-Uk_mRV At Northstar, we support women in transition—whether it’s post-divorce, retirement, or redefining your future. This webinar is just one of the many resources we offer to help you feel informed, prepared, and in control of your next steps.

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  • At Northstar, we’ve always believed that thoughtful financial planning leads to better outcomes—not just financially, but personally as well. And now, the research confirms it. A new study from CFP Board found that individuals who work with CERTIFIED FINANCIAL PLANNER? professionals experience greater financial security: ?? 78% have a three-month emergency fund (vs. just 53% of non-advised individuals). ?? 57% have a will in place (vs. 25% without an advisor). ?? 42% report fewer financial conflicts at home. Financial planning isn’t just about investments and spreadsheets—it’s about clarity, confidence, and making decisions that align with your life. It’s about having a trusted partner to help you navigate transitions, prepare for the future, and ensure your wealth supports your well-being. Curious how financial planning could help you? Explore the study below, and let’s start a conversation. ?? Read more: https://lnkd.in/ek5auVkm #FinancialConfidence #WealthAndWellBeing #FinancialPlanning

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  • March is a time to celebrate the trailblazing women of the past, present, and future. As we recognize International Women’s Day & Women’s History Month, we reflect on the progress made and the work still ahead to ensure women everywhere have the support, resources, and confidence to build the futures they envision. At Northstar, we’re proud to stand alongside women navigating life’s transitions—whether it’s preparing for retirement, managing wealth after a loss, or redefining financial independence. With an all-women team, we bring both expertise and understanding to the unique challenges and opportunities women face in their financial lives. ?? This month, let’s commit to supporting, mentoring, and uplifting women in our lives. Financial confidence is empowerment, and we believe every woman deserves a plan that aligns with her goals, values, and future. Let’s continue pushing forward—together. #InternationalWomensDay #WomensHistoryMonth #WomenAndWealth #NorthstarGuidance

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  • Failing to plan can put your wealth, legacy, and loved ones at risk. Have you taken the necessary steps to protect your assets, organize your estate, and ensure your family’s financial security? Join us for an essential in-person event where you'll gain expert insights on wealth management, estate planning, and end-of-life planning—empowering you to take control of your future and provide clarity for your loved ones. When: Tuesday, April 8th, 5:30-7:00 PM Where: Carrier Funeral Home, 38 Range Rd, Windham, NH 03087 Hosted by: Devan Brazil Baker, Funeral Director at Carrier Family Funeral Home, Alyssa Pockell, Estate Planning Attorney at Pockell Law and Robin Young, CFP?, RLP?, CeFT? Gain expert insights on estate planning, end of life preparedness, and making informed financial decisions to give you complete peace of mind. Seats are limited—reserve your spot today! RSVP Today: https://lnkd.in/gaBmb9k7 #EstatePlanning #WealthManagement #FinancialPlanning #LegacyPlanning #EndOfLifePlanning #WomenAndWealth ????????????????????: ?????? ?????????????????????? ?????????? ???????????????? ???? ???????????????? ???? ?? ????????????????. ???????? ?????? ???????? ???? ?????? ???? ?????? ???????????????? ???????????????? ????????, ?????? ?????? ?????????????? ???????? ??????????????. ???? ???????? ???? ???????????????????????????? ???? ???? ?????? ???????????????????????? ???? ???????????????? ???? ?????? ?????????????????????? ???????????????? ???? ?????????? ????????????????.

  • Major life transitions—whether retirement, widowhood, or divorce—can bring a whirlwind of emotions and financial decisions. At Northstar, we’ve helped countless women turn uncertainty into clarity, guiding them through these pivotal moments with strategy and support. ?? Your Concerns: Change can feel overwhelming. Whether you're adjusting to making financial decisions on your own, facing uncertainty about retirement, or navigating a divorce settlement, the emotional and financial weight of transition is real. ?? How We Help: With a deep understanding of both the technical and personal sides of financial change, we act as your thinking partner. We help you make decisions at your own pace, prioritize what’s most important, and create a plan that aligns with your values and long-term security. ?? The Ultimate Benefit: Confidence and peace of mind. With a trusted advisor by your side, you can move forward knowing you have a clear plan, the right support, and the space to focus on your well-being. If you’re facing a transition and wondering what’s next, let’s connect. You don’t have to navigate this journey alone. ?? Send us a message or schedule a consultation here: https://lnkd.in/ePjKNii #FinancialTransitions #WealthAndWellBeing #GuidanceForChange #NorthstarPlanning

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  • For so many women, retirement isn’t just about leaving work—it’s about redefining what life looks like after decades of career, responsibilities, and structure. ?? Who am I without my job? ?? What will I do with my time? ?? How do I make this next chapter meaningful? These aren’t just financial questions—they’re emotional ones. And at Northstar, we understand that true financial planning connects your wealth and well-being. Our Retirement Planning Guide was designed to help you move from uncertainty to confidence—so you can step into this new phase feeling prepared, empowered, and excited for what’s ahead. ? Get your guide here: https://lnkd.in/eEc2Cpyi #WomenInRetirement #RetirementConfidence #WealthAndWellBeing #NextChapter

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  • February is all about love—Self Love Day, Valentine’s Day, and making sure your financial well-being is part of the equation. Because caring for your future is one of the best ways to care for yourself. ?? Financial confidence reduces stress ?? Spending with intention creates joy ?? Investing in your future is self-care ?? Progress over perfection is key This Love Month, give yourself the gift of financial clarity. Because when your wealth and well-being align, you thrive! #SelfLoveDay #ValentinesDay #WealthAndWellBeing #FinancialWellness #NorthstarFinancialPlanning

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  • Did you know that money is one of the top sources of stress in relationships? But it doesn’t have to be. Open conversations and a shared financial strategy can strengthen trust, reduce tension, and help you build a future that reflects both of your goals. Here are a few key money topics to discuss with your partner: ● What does financial security mean to you? Understanding each other’s perspectives can help create a plan that works for both of you. ● Are we aligned on spending and saving? Different money habits don’t have to be a deal-breaker—compromise and transparency are key. ● How do we plan for the unexpected? Having a financial cushion and an emergency plan in place can ease stress when life throws curveballs. ● What are our biggest financial priorities? Whether it’s homeownership, travel, or early retirement, making a plan together ensures your money is working toward what matters most. Love and money don’t have to be at odds. A thoughtful financial plan can bring clarity, confidence, and alignment to your relationship. ?? Want to create a financial strategy that works for both of you? Let’s talk. #ValentinesDay #LoveAndMoney #FinancialWellness #NorthstarFinancialPlanning

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  • If you’re a woman approaching retirement, you may find yourself asking, “What’s next?” Between long work hours and life’s demands, it can be hard to carve out the time—or emotional space—to plan for this next phase. At Northstar, we specialize in helping women navigate life’s big transitions with clarity and confidence. As Certified Financial Transitionists? (CeFT?), we work alongside you to: ?? Visualize what a fulfilling retirement looks like for you. ?? Break down overwhelming questions into concrete, actionable steps. ?? Align your financial strategy with your goals, values, and dreams. Retirement isn’t the end of your story—it’s the start of a new, meaningful chapter. Let us help you plan for what’s next, so you can move forward with excitement and purpose. ?? Ready to take the first step? Schedule your Get-Acquainted meeting today: https://lnkd.in/ePjKNii #WomenInRetirement #FinancialTransitions #NorthstarGuidance

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