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Team North Star

At Team North Star, we help you take the stress out of your financial journey so you can live life on your terms. Our team at PracticeCFO offers more than just financial advice—we create a personalized roadmap that aligns your personal and business goals, supporting both your growth and long-term vision.

What sets us apart is our deep commitment to being your trusted partner through every twist and turn. With consistent support, customized financial plans, and a responsive team that evolves with your needs, we empower you to move forward with clarity and confidence—toward a predictable, balanced, and fulfilling financial future.
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Meet the Team

Our philosophy

Team North Star diligently takes on the burdens of uncertainty so clients can remain focused on the execution. We proactively seek out potential disturbances ("blind spots") that clients may face, from external factors such as changing legislation, to internal factors such as bad habits. Wherever the source, we identity and work with clients in a straightforward, honest and efficient way.

We are your perfect team if...

  • You are committed to yourself and your business
  • Find pleasure in achieving goals
  • Understanding your numbers is important to you
  • You want to remain disciplined with your finances

I'm a Practice Owner
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I'm an Associate
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What our clients say
Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.
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