Northern Birch is committed to helping our members become financially knowledgeable and secure.
That is why we offer the Financial Check-Up.
That is why we offer the Financial Check-Up.
Gain a clearer understanding of your finances by booking an appointment with our team. Complete a brief questionnaire and then meet with us in person, over the phone or via video chat.
Our team will review your situation and give you a personalized financial review. It may be as simple as understanding where your money goes and finding ways to save more, or identifying ways to get more out of your investments and consolidating debt to make life more manageable. Every person’s financial situation is different, and we want to help identify opportunities to help improve your financial health.
