112 Range Road
Windham, NH 03087
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
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.
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.
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.
Registered Investment Advisor
RLP ® Since
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