Northstar Financial Planning
Fee-Only financial planner located in Windham, NH, serving clients locally and across the country
There's a reason that Northstar Financial Planning offers a fresh perspective on life and wealth planning. That difference is Robin Young.
Robin is resolute in her belief that individuals and their families deserve a deeper approach to wealth management. Particularly during periods of transition (retirement, loss of a spouse, inheritance, divorce, sale of a business), people need help navigating both the human and technical side of money to successfully align their decisions with what is truly important in their lives.
Before joining Northstar as a partner in 2004, Robin's professional career included 15 years at several prestigious financial firms and real estate management companies in Boston, including Boston Properties, LLC and The Colony Group. There, she advised C-level executives at several Fortune 500 corporations, including Unum Provident, EMC and IBM.
In 2008, Robin assumed the helm at Northstar Financial Planning and her work in helping Women in transition gained attention. Robin believes that women deserve a better experience in working with a financial advisor and she and her team have focused considerable energy in delivering this experience through their client processes and through their Wiser Women Workshops and other education opportunities. Robin augments her personal zeal for financial life planning with a range of solid credentials:
- Certified Financial Planner™, The American College
- Certified Financial TransitionistSM, Sudden Money Institute
- Registered Life Planner, The Kinder Institute of Life Planning
- Master's Degree in Business, Suffolk University
- Bachelor's Degree, Plymouth State College
Robin is also a member of the Financial Planning Association (FPA), the New Hampshire Estate Planning Council and several industry leading practice groups across the country. She also serves on the TD Ameritrade Advisory Panel and has volunteered her time with The Upper Room and on the Investment Advisory Board for the Merrimack Valley Home and Hospice. Recently, Robin has had the honor of assisting TD Ameritrade select the recipients for the TD Ameritrade Next Gen Scholarship Award.
Robin exemplifies the importance of balancing her personal and family life with her professional and financial goals. She and her husband have a son and a daughter and reside in Windham, NH. They also have a vacation home in Jackson, NH, where they enjoy weekend access to hiking, skiing, snowshoeing and other outdoor activities. Robin is an avid follower of the practice of yoga and meditation to replenish her mind and body.
Robin Young is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Founded in 1994 as a New Hampshire-based Registered Investment Advisor firm, Northstar serves clients within our New England community, as well as several other states, including Minnesota, Florida, Colorado Pennsylvania, Delaware and New Mexico. Northstar Financial Planning, Inc. is an independent financial life planning and wealth management firm. Applying a client-centric, Fee-Only compensation approach, we provide comprehensive financial services and expert advice for business executives, professionals, small business owners, families, retirees and women.
Recognizing that wealth is only one component of well-being, we have developed our business accordingly, offering experienced care within a positive, personalized environment. We have allied our core team of in-house professionals with recognized coaching and credentialing programs — including The Kinder Institute of Life Planning; the Sudden Money® Institute and its Women, Meaning and Money® program; and the Certified Financial Planner® certification program.
We feel we engage best with families and individuals seeking professional wealth management and life planning services. Our specialized focus is on assisting business owners, widows and others to manage their money during significant transitions.
But there is much more to us than the sum of our parts. While we strive to offer a distinct approach to financial, wealth and life planning, the truth is, we are not the only firm offering similar strategies. We differentiate ourselves not only by what we do, but how we do it, and who we are as unique individuals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Robin Young is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Robin Young is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Robin Young is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Robin Young is a member of the Sudden Money® Institute and a Financial Transitionist®
For over 15 years, the Sudden Money® Institute has been the nation's leader in the study and practice of Financial Transitions Planning. We've been helping individuals and families think through and move through major life events so that their experience of moving from what was to what will be is as healthy and enriching as possible.
Contact Robin Young
112 Range Rd