Northstar takes a holistic approach to financial wellness
1
Financial tools
Employees can use self-service tools to track progress and take action on their personal financial goals.
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Total compensation tools
Northstar surfaces how relevant benefits can be utilized to support employees’ financial or life goals.
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Full-time financial advisors
Each employee is matched with a full-time Northstar Advisor based on their goals and demographics.
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Make the connection between total compensation and personal finances
Compensation packages are complex and can directly impact employees’ finances. Northstar’s financial wellness program helps employees make the most of their employer benefits—from ESPPs to HSAs—to support their financial and life goals.
Scale employee support without scaling HR operations
Employees want to get more value from their benefits.
55%
of employees want to be more informed about benefits.
Employees think equity plans are highly complex.
68%
of employees with equity want to work with a financial advisor.
Employees find health plan decisions nerve-wracking.
49%
of employees say making health care choices are very stressful.
Employees aren’t prepared for retirement.
70%
of employees are saving less for retirement than they should.
Sources: MetLife (2021), UBS (2020), SHRM (2016), Willis Towers Watson (2020)
Your partner across the full employee experience
Onboarding
Support new hires with 401(k) rollover and enrollment, health plan selection, and relevant benefits.
Equity grants
Explain how ISOs, NSOs, RSUs, and ESPPs work and support decision making around vesting, exercising, and taxation.
Open enrollment
Help enable confident decision-making with health plan cost comparison, HSA vs FSA strategies, and insurance choices.
Team presentations
Host sessions on relevant financial topics such as college savings, racial wealth gap, retirement strategies, and more.
Offer letters
Share the full value of total compensation including salary, equity, retirement, health plans, and perks to candidates.
Offboarding
Support employees leaving with changes in salary, navigating COBRA and new benefits, and transitioning to a new role.
"Northstar financial wellness is a perfect fit with Zoom's employee focus. Our employees are taking up assistance from Northstar's CFPs® at a rapid pace. Northstar is a piece of the wellness puzzle that was missing and we are so happy to provide to our employees."
Sheila Krueger, Head of Global Benefits, Zoom
Northstar supports diverse teams across all life stages
- Living paycheck-to-paycheck
- Paying off student loans
- Getting married or divorced
- Having a baby or adopting
- Buying or renovating a home
- Paying for medical emergencies
- Understanding taxes
- Supporting aging parents
- Planning for retirement
Northstar serves both employers and employees
Help reach your company goals
Northstar's actionable total compensation advice helps drive benefits adoption, support DEI, attract talent, and more.
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Provide personalized support
Northstar's 1-on-1 financial guidance helps enhance your employee experience and improves satisfaction.
Learn moreEmployer Partner lists, commentary, and endorsements provided herein are from third-party Employer Clients, who are not advisory clients of Northstar. 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.