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Let Us Be Your Compass

We have Packed Your Bag and Set Up Camp, now lets guide you along the trek ... like a compass.


In this 90 Minute Meeting with our Certified Financial Planner (CFP), we will discuss

  • Deeper understanding of your personal financial goals and recommendations on achieving them
  • Portfolio/assets review in their current allocations.
    • Analyze your current investment allocations taking into regards risk tolerance and time horizon
    • Make recommendations on how to better allocate funds
  • Review Cash Flow and begin guiding you through life's goals and milestones through our financial planning tool "The Knot"
  • Give recommendations on how to "Continue The Trek"
Pack Your Bag

Pack Your Bag

To help guide you through the "NorthStar Process" and achieve financial success. The first thing you must do is "Pack Your Bag."

HOW TO "PACK YOUR BAG"
Set Up Camp

Set Up Camp

After "Packing Your Bag", it's now time to "Set Up Camp".

Here we will take all of the information from "Packing Your Bag" and with help from our experts will input all the necessary information into our interactive financial planning tool called "The Knot" 

HOW TO "SET UP CAMP"
Compass and Map

Compass and Map

Everyone needs a compass and map to find their way down the trail. 

Here we will analyze the data inputted into "The Knot" and our Financial Advisor will give set you on a the right course...like a compass.

LET US BE YOUR COMPASS