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.