Retirement Planning For Women

What is HerCompass?

A guided retirement planning program designed specifically for women.

NorthStar is here to guide women through financial and long-term care planning needed at each stage in a woman’s retirement journey, this could be caregiving, divorce, widowhood, and other life events that can deeply affect finances available for retirement years. Our program is an educational process designed to give women the guiding tools needed to find financial peace of mind, security, and comfort in retirement.

Additionally, we address potential hidden (and harmful) barriers holding women back from feeling empowered about their future. 

Even some of the most assertive, confident, and powerful women struggle with thoughts like:

  • What if I’m wrong and I make a big financial mistake?
  • I don’t like spending money on myself.
  • I feel overwhelmed by my finances and all the options I have.
  • Who will take care of me one day? 
  • Afraid to ask “stupid” questions or not sure what to ask
  • Money is a taboo topic

If you’ve had any of these thoughts (or any others that make you hesitate when it comes to finances), you’re not alone.

And many men ask the same questions you have on your mind right now.

The difference is…

In the long history of humanity, men have been the primary breadwinners, and as a result, men have mostly managed the finances.

Today, women have a lot more choices than they had in the last century.

The problem is it can feel intensely overwhelming to even think about where to start.

 

how-to-gain-power-in-your-financial-life

 

But there’s some good news in all of this. 

You CAN feel empowered about your financial future. You’re never lost with HerCompass, our specialized financial and long-term care planning program for women. 

Together, we’ll:

  • Answer ANY questions you have
  • Review where you are and where you want to go
  • Discover what you’re comfortable with (it can be as simple or as complex as you like)
  • Create a retirement plan together than you understand
  • Assist in your small business financial planning- for growth and exit strategies 
  • Design a retirement lifestyle you truly desire

Opening up about money
is easier with professional guidance.

Women face a very different relationship to finances, money, and investing than men do, because they often have different experiences with it. Women usually take on the role of nurturing everyone around them. Friends, family, kids, colleagues, etc. 

Even when they have the same (or more) responsibilities than the men in their lives. There’s no shame in wanting to take care of those around you.

I’ve spent the last 10 years in the financial and healthcare trenches advising mostly women on long-term care planning in the midst of dealing with caregiving for their families. The question would always come up, “who will take care of me?” Now with NorthStar Financial & Retirement Planning & HerCompass, I’m able to help empower women put themselves first in planning for retirement and long-term care. 

Female empowerment starts with speaking up and asking questions. And deciding that you’re worth getting the answers!

My #1 goal is for you to leave our discussion feeling empowered about your financial future. If you have any questions or want to talk through anything related to your financial life, give me a call and we’ll book your FREE “there are no stupid questions” Financial Empowerment Session today (864) 297-0762.

- Mary Ellyse

Mary Ellyse Fendig, Women's Retirement & Long-Term Care Planning

The world of Retirement Planning
is changing.


It takes a team to specialize in Retirement Planning. NorthStar will help you create a clear vision for retirement and then transition to and through yours.

Call us today for a complimentary consultation.

NorthStar Financial & Retirement Planning (864) 297-0762

Investment Management

Investment management is a crucial piece to most individuals’ financial plan. However, few take the time to weigh their options and a lack of understanding can lead to reduced income for the rest of their lives. Our goal is to maintain a reasonable rate of return while protecting your assets during market downturns.
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Income Planning

With our financial advice, we devise a plan for our clients, helping to guide them towards a more successful retirement. When creating a plan, we look at your risk level and goals, then educate and advise how you could allocate your money.
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Tax Planning Strategies

We strive to build a tax strategy that will bring our clients as close to a zero percent tax bracket as possible. Our CPA, Travis Smith, focuses on tax reduction strategies. Less taxes = more to spend in retirement!
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Long-Term Care Planning

Long-Term Care Planning requires taking the time to understand how long-term care affects each of us and finding the right solutions to protect what we have worked so hard for. We'll also help you weigh the decision between staying home and moving to a retirement community.
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Healthcare & Insurance Planning

Insurance, Medicare, Medicare Supplements and Advantage plans must be part of the conversation when building a comprehensive retirement plan. In order to help prepare for medical costs in retirement, we can help you file for Medicare, figure out which plans are right for you, and prepare for any costs that Medicare doesn’t cover.
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Legal, Estate & Legacy Planning

We understand how important family is to our clients, and we want to help them provide for their loved ones through proper estate and legacy planning. We focus on strategies like multi-generational IRAs. We also use tax mapping, so our clients can leave a greater legacy to their family. Our estate planning attorney can assist with designing your will and/or trust.
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Contact us for your
Free 5-Step Retirement Guide.

Our 5-STEP RETIREMENT GUIDE will show you what information is needed to understand the risks associated with retirement so that you can make smart retirement planning decisions.

How can we help?

It can be difficult to decide where to go for financial advice. At NorthStar, we believe in the Golden Rule: treat others the way you would like to be treated. We understand that people can be apprehensive when asking for information and assistance.

Our promise to you is that we will be respectful of your time and there will be no pressure or obligation to do business with us. We want you to be comfortable from the minute we meet!

- George

George Fossing RICP® | CLTC®, President, CEO