HOMEPAGE
ADD
Contact
Edit Business | Northstar Financial Planning
Name for Contact (*):
Email for Contact (*):
Business name (*):
About:
About Northstar Financial Planning is a Fee-Only Wealth Management firm, uniquely qualified to deliver holistic financial life and transition planning and more. Story Northstar Financial Planning is a Fee-Only Wealth Management and Financial Life Planning firm helping individuals, families and business owners to align their finances with their goals and values. Our holistic approach helps you to navigate the various stages of life so that you can thrive throughout the journey. Northstar’s experienced team of advisors holds several certifications—including Certified Financial Planner, CPA, Certified Financial Transitionist and Chartered Retirement Planning Counselor—to deliver comprehensive strategic planning to every situation. Specially trained in financial transition planning, Northstar is uniquely qualified to help navigate finances during major life transitions like 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 helping you to achieve financial well-being and honoring your vision of financial success.
Phone (*):
Website:
Business Email:
Working Hours
Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
-
Sunday:
-
*** mark location on map
Lat. (*):
Lng. (*):
State (*):
City (*):
Address 1 (*):
Address 2:
Zip Code:
Image:
Submit
