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The Initial Tour

Start your trek towards Financial Success with "The Initial Tour"

The Initial Tour is our innovative process on how you begin your journey to your financial future.

The Initial Tour has 4 components:

Pack Your Bag     Set Up Camp     Compass and Map     Continue the Trek

Click on Each Link to get a detailed explanation on what to expect


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

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

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

Continue the Trek

Sometimes forks in the road cause you to change directions along your trek.  Financial planning is no different. We will continue to guide you along the trek of financial success. 

The Trek Continues