Employee
Financial Fitness

Customizable solution for employee financial education and planning.

NorthStar Financial guides your employees to better utilize their total compensation and make financial decisions.

What is Financial Fitness?

NorthStar Financial guides your employees to better utilize their total compensation and make financial decisions.

How it Works

We offer continuous financial education and personalized custom approaches.

Financial Education

Employees will receive videos, market updates and tools to track progress and take action on their personal financial goals.

Dedicated Financial Advisor

Group meetings and calls to educate employees on timely topics and answer questions or concerns.

1:1 Financial Planning

Individual calls and/or meetings to review overall financial situation. 

Our solutions are customizable depending on your business needs.

Why it’s important

Financial education is one of the most requested and coveted benefits by employees

say finances are the top cause of stress in their lives.

0 %

of employees are worried about their expenses or rising cost of living.

0 %

*According to a recent survey from PwC.

Our pledge as a consulting team is to educate your team in a non-threatening, no solicitation environment.

NorthStar makes the connection between total compensation and personal finances.

The Benefits

Employees

HR Team

Leadership / Management

Initial on-boarding  & Intro to Team

Hands-on, in-person on-boarding with financial advisors.

Relieved of fiduciary responsibility.

Relieved of fiduciary responsibility and any liability with new financial advising benefit.

On-demand Videos

On-going educational videos on various financial topics.

Access to video library to direct employees where to watch.

Employee are encouraged to stay financially fit through education. Resulting in more savings, happier employees.

1:1 Meetings

Meet 1:1 with a dedicated financial advisor, in-person or virtually.

Relieved of fiduciary responsibility.

Employees are seeing the value in financial fitness and experience less turn-over.

Educational Group Training

Join group financial education training, in-person or virtually.

Relieved of fiduciary responsibility.

Employees are more confident in their spending and saving, resulting in more confidence on-the-job.

Proactive Financial Learning

Receive market updates, continued learning material to keep up their financial well-being.

Relieved of fiduciary responsibility.

Hands-on, in-person on-boarding with financial advisors.

Who Wins?

Employees

Customized Employee Experience 
Customizing 401(k)s alongside other investments helps employees align their retirement savings with overall financial goals.

A personalized investment strategy boosts employee confidence, reducing financial stress.

Financial support from employers enhances employee satisfaction, loyalty, and engagement.

HR Team

Relieved Fiduciary Responsibilities
Relieves HR team of any fiduciary responsibilities.

Access to video library to direct employees where to watch.

Leadership & Management

Relieved of fiduciary responsibility and any liability with new financial advising benefit.

Employee are encouraged to stay financially fit through education. Resulting in more savings, and happier employees.

Employees are seeing the value in financial fitness and experience less turnover.

Meet the professionals

Why NorthStar?

Our retirement planning ensures a secure and fulfilling future by aligning your current savings with your long-term goals. Contact one of our team members to get started or send us a message online.

Customizable

Our solutions are customizable, you can pick what makes sense based on your business needs, size and benefit offerings.

Experienced

Our team has over 30 years of experience in financial wealth management and put our clients goals at the forefront of our success.

40 Billion Managed
17,000+ Plans
Half a million participants
CEFEX Certification
As of 1/29/25

Specialists

Investment monitoring
Retirement compliance
General consulting
Participant Education

Employee
Financial Fitness

What is Financial Fitness?

How to develop a Financial Plan / How much will I need to retire?

How does Social Security Impact Retirement?

Income In Retirement

Understanding Benefits of Retirement Plans

Retire before 65 :  What to Know

How to Set Financial Goals

Getting Started Investing

Understanding Stocks / Bonds / Mutual Funds / ETF's

Diversification VS Concentration