112 Range Road
Windham, NH 03087
United States
Phone: 603.458.2776
Email: robin@northstarfp.com
Website: https://www.northstarfp.com/
Training: Registered Life Planner® more info
Specialties
I believe that transition expertise matters when dealing with major Finanical Life Transitions. As a Certified Financial Transitionist and Registered Life Planner, Robin is uniquely qualified to help clients successfully navigate retirement, loss of a spouse, divorce, inheritance, business transitions, career change and sudden wealth.
About My Practice
Founded in 1994, 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.
Our Wealth Management Services are customized and comprehensive and include investment advisory, tax planning, estate and legacy planning.
About Robin Young
For over 25 years, my career has focused empowering women to use their wealth (both financial and non-financial) to live the life they desire. I thoroughly enjoy watching other women gain confidence, clarity and peace of mind to use their money to achieve what is most important to them.
Ideal Clients
My ideal client is a women who is planning for or experiencing a major life transition and who is looking for someone with the expertise to help manage both the financial and personal issues that arise.
Qualifications
Certified Financial Planner®
Registered Life Planner®
Certified Financial Transitionist
Robin is a member of the Financial Planning Association, NH Estate Planning Council, the TD Ameritrade Advisory Panel, and recently joined the Regional Board of the NH Charitable Foundation.
Compensation
Fee-Only
Independent
Registered Investment Advisor
Fiduciary
RLP ® Since
2005
Industry Start Date
1990