Robin Young, CFP®, RLP®
This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.
Northstar Financial Planning, Inc.
Certifications & Licenses: CFP®, RLP®, CFT SM
States where licensed: NH & MA
“It’s an honor for Northstar’s all women team to be recognized for their dedication to improving the financial well-being of women. It brings us great joy to guide women through life’s many transitions and help them gain peace and confidence.”
112 Range Road,
Windham, NH 03087
When a financial life transition occurs, it is normal to feel overwhelmed, stressed and intimidated by the issues that arise. Our process helps you regain clarity and confidence. We believe:
- Transition Expertise Matters. Our training makes us uniquely qualified to help you navigate the personal and financial challenges of major life transitions, such as widowhood, divorce, retirement, inheritance, business sale, financial windfalls.
- Wealth Management is most effective when paired with comprehensive financial planning. Our process is focused on you, not just your money.
- Your interests should always come first. As Registered Investment Advisors, we are independent, Fee-Only and a fiduciary.
Services Offered and Areas of Focus
- Women’s Financial Strategies
- Fee-Only Financial Life Planning
- Comprehensive Wealth Management
- Tax Planning Strategies
- Retirement Planning and Income Strategies
- Financial Transition Planning
- Small Business Planning
Specialties and Types of Clients Served
We serve individuals, families and business owners — particularly during periods of financial life transitions, such as retirement, widowhood, inheritance, divorce, business sale and financial windfalls.