TrueNorth Planner

STEP 1
Entrepreneurial Self-Assessment

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STEP 2 
Experience Assessment + Self-Evaluation

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STEP 3 
Determine Optimal Investing Path

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STEP 4 
YOUR Detailed Plan for Success

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STEP 1

Complete the Entrepreneurial Self-Assessment

This initial survey is a great way to determine if you are suited to continue through the TrueNorth process. Real estate investing is an entrepreneurial endeavor – let’s understand why you are here, your level of enthusiasm, commitment, and expertise.

Take me to the Self-Assessment

STEP 2

Experience Assessment + Self-Evaluation

Many, if not most, new investors want to jump right into doing deals not knowing how different investment strategies match with obtaining different types of goals or how their personal life situation can drastically impact their opportunity for success if they choose the wrong way forward. 

This step is laser-focused on finding out where you are currently and where you want to be.

STEP 3

Determine Your Optimal Investing Path

Virtually all new investors start without a clearly defined path. Without a path, your odds of success plummet. TrueNorth is here to help you get started the correct way and help you design your personal pathway to achieving your goals and changing your life. 

We’ve used the previous two steps to find out what you need, now we show you what kind of investing is right for you and your capabilities.

STEP 4

Leaving with YOUR Detailed Plan for Success

Failure happens when you want to do X but choose a strategy that solves Y, which wastes time, energy, money, and eventually, you will give up. That’s why TrueNorth helps you create a tangible plan that you take home that day! 

It’s not a boilerplate list of ideas – it’s a concrete, executable plan that is designed specifically for you.