MEMBER TOOLS
Feeling stressed about how you're spending or saving your money?
Northstar’s Cash flow visualizer will guide you through the steps you can to take to help you achieve positive cash flow, cover your expenses, save towards your goals, and reduce your stress.
How to use the Cash flow visualizer
Cody, a Northstar financial advisor, walks you through how to use the Cash flow visualizer to learn how you can balance saving for your future while still enjoying today. The Cash flow visualizer enables you to:
- Track money based on budget preference: daily, weekly, monthly.
- Adjust how much to allocate towards expenses, goals, and spending.
- Manage your budget independently or collaborate with your Northstar Advisor.
Not just another budgeting tool
Tracking beyond expenses
Capture the goals you’re saving for and get a quick understanding of your progress. Analyze your spending patterns on a daily, weekly, or monthly basis to better manage your budget.
Track all aspects of your cash flow, because it all adds up!
Insights that matter
Access instant insights into your income, expenses, and goals before connecting with your financial advisor. Leverage these to make more informed decisions about your finances.
Your Northstar Advisor is always available to dive deeper!
See your progress
Allocate funds towards your goals to stay motivated and visually track progress. Set targets, timelines, and savings amounts to ensure you're on the right track.
Fund your goals while staying within your budget!