The Initial Tour

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

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" 

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.

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.