Broker Check

Packing Your Bag


The best hikers take pride in packing a bag to face any situation they will face along a trek. 

We feel that it is important then when you begin your Initial Trek that you pack a complete and organized bag that helps you face any situations along your financial path.


In "Packing Your Bag", you will be asked perform three different tasks.

  1. Fill out a financial questionnaire that organizes your personal/financial/contact information.
  2. Compile all the financial statements you can get your hands on.
  3. Call our offices and schedule your first meeting with our Financial Professionals

The documents and questionnaire are going to be necessary resources when we move into out First Meeting called

"Set Up Camp"


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