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Description
Create a personalized financial plan with customizable goals and actionable steps. Receive one-on-one advice from credentialed advisors. Track spending, set budgets, and monitor progress toward financial objectives.
BUILD A HEALTHY RELATIONSHIP WITH YOUR MONEY
It can feel like there’s so much standing between us and our money — rules, myths, judgments, feelings, and questions. Northstar exists to clear away that complexity, and give you a clear path to financial wellness.
1-ON-1 ADVICE
There's no one-size-fits-all approach to money. Our team of in-house, credentialed financial advisors listen and guide you on your financial journey
A FINANCIAL PLAN YOU CAN UNDERSTAND
Your custom Northstar playbook gives you actionable, step by step guidance designed for your goals. No fluff, no complex charts, no 100-page PDFs.
AUTOMATED TRANSFERS
We designed an automated system that can move your money based on your financial plan, to right places at all the right times.
A CLEAR FINANCIAL PICTURE
Unlike tedious budgeting tools, our custom dashboard reflects the current and future state of your money, including income, bills, budget, and progress towards goals.