Robin Young is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Northstar Financial Planning in Windham, NH and the surrounding communities.
Our Client's Value:
-The comfort in knowing things are being handled.
-Their affairs are managed efficiently in terms of time and cost.
-A fee-only relationship not conflicted by the sale of a product.
-Understanding the impact of the decisions they make.
-Having a clear vision of their goals and the path to achieve them.
-Avoidance of big financial mistakes they would make on their own.
-Having someone they can trust on their side.
-Organization, coordination, and control.
-Having the time to do what matters most in their life.
-Not worrying about money.
-Seeing their dreams become reality.
-Understanding money is the means, not the end.
65
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
Read More >
Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
Read More >
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
Read More >
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
Read More >
The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
Read More >
Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
Read More >
Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
Read More >
"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
Read More >
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
Read More >
