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Who We Help
Client Stories
Come to us with your financial planning needs, both simple and complex. Read on about some of the clients we’ve already helped.
Novice Investor
Brand new to investing, a client needed help choosing funds for their 401(k). After explaining the basics of portfolio allocation and risk vs. reward, we helped them make an informed, confident investment decision.
Young Professional
A young professional found herself with extra funds every month and wanted to know how to best invest for the future. After reviewing her goals, which included retirement, a vacation home and an emergency fund for her pup, we came up with a savings plan that met her objectives.
Recent Retirees
Recent retirees were unsure if their spending pattern was sustainable in retirement. After completing a full review of their investment assets, income sources, planned spending and future goals, it was determined they could sustain their current lifestyle and take the special vacations they had always dreamed of.
Our Values
Advice-only financial planning is for those who value financial advice on-demand from a competent professional who is also a fiduciary. Many people prefer to maintain control of their financial assets, but find themselves needing some guidance along the way, particularly if their financial situation becomes complex or as they near retirement. At Stargazer Financial Planning, we strive to:
- Provide high-quality and timely advice in a cost-effective manner
- Truly listen to clients and provide personal yet flexible service
- Guide with empathy and without judgement
- Empower people to feel confident in their financial life and decisions through a focus on education
Send a message at stephanie@stargazerfp.com to learn more about what we do and how we can help.
Stargazer Financial Planning LLC is a registered investment advisor offering advisory services in the state of New Jersey. Registration does not imply a certain level of skill or training.
Stargazer Financial Planning LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Stargazer Financial Planning LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
Stargazer Financial Planning does not warrant that the information will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Stargazer Financial Planning LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Stargazer Financial Planning LLC or a Stargazer Financial Planning LLC authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
