Robin Young

CFP®, CeFT®, RLP®

Northstar Financial Planning

President and Owner

Robin Young

CFP®, CeFT®, RLP®

Northstar Financial Planning

President and Owner

30 years experience helping clients gain financial security and freedom while managing life changes and transition. - Robin Young, CFP®, CeFT®, RLP®

Independent, Fee-Only, Fiduciary Wealth Manager located in Windham, NH, serving clients locally and across the country.

Robin Young is a Fee-Only financial planner located in Windham, NH serving clients locally and across the country.   Northstar Financial Planning provides ongoing comprehensive financial planning and investment management to help clients organize, grow and protect their wealth as life changes.   Northstar is passionate about serving the unique financial needs of women and those experiencing a life transition, such as loss of a loved one, divorce, and other life events, leading to a change in their financial situation.

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 Transitionist®, 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 is currently volunteering her time as an advisory board member of the New Hampshire Charitable Foundation and an Ambassador of the Southern NH Chapter of the Modern Widows Club . 

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 spend family time at their Squam lake home in NH, where they enjoy boating, hiking,  and other outdoor activities. Robin is an avid follower of the practice of yoga and meditation to replenish her mind and body.

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 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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Financial Life Transitions
  • Women and Wealth
  • Legacy Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Women - Divorce and Widowhood
  • Women Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    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.

  • Financial Planning Association
    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.

  • Registered Life Planner® (RLP®)
    Robin Young is a Registered Life Planner® (RLP®)

    A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.

  • Certified Financial Transitionist® (CeFT®)
    Robin Young is a Certified Financial Transitionist® (CeFT™)

    A Financial Transitionist® is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.

Contact Robin Young

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Office Locations:

  • 112 Range Rd
    Windham, NH 03087

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