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Personalized financial guidance for every employee

Northstar provides actionable advice to help employees navigate their benefits and reach their financial goals.
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Financial wellness that works for your entire team

Advisors

Provide unlimited 1-on-1 access to personal financial advisors (CFP®) over chat, phone, and video.
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Tools

Empower your team to achieve their financial goals with innovative tools that help employees make informed decisions.
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Education

Improve financial literacy for all by providing multi-media resources developed by Northstar Advisors (CFP®).
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1-on-1 guidance to navigate life’s financial decisions

Finances are personal. That’s why employees are paired with a Northstar Advisor (CFP®) who learns about their unique concerns and priorities, and builds them a custom, step-by-step action plan.

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Financial wellness that is globally consistent and locally relevant

Available in 46 countries, Northstar offers the same 1-on-1 financial advisor access and product experience to employees around the world, customized for local regulations, culture, and benefits.

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Personalized advice that leads to meaningful outcomes

Northstar’s consistently high program engagement has led to improvement in employee financial health, increased benefits adoption, progress towards financial goals, and reduced employee turnover.

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Supporting Benefits and People teams

  • Reduce time spent answering benefits questions
  • Delegate equity questions to certified professionals
  • Recommend a solution for questions about taxes
  • Improve employee utilization of retirement accounts
  • Connect relocating employees with local guidance

Trusted by innovative employers around the world

All images are for illustrative purposes only and do not reflect real information, users, or actual performance from an employer partner. Employer Partner lists, commentary, and endorsements provided herein are from third-party Employer Clients, who are not advisory clients of Northstar. Commentary was provided voluntarily by an Employer Partner who was not compensated, directly or indirectly, for their statement. Their inclusion is solely in reference to Northstar’s addition as an Employee Benefit, and is not intended to endorse, in any way, the advisory services of Northstar that may be offered to Employee Clients.

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See how a personalized financial wellness program can transform your organization.