Personal finance can be overwhelming and intimidating. It encompasses not only the dollars and cents of one’s monthly income, but also the emotional, social, and relational consequences of making change to how one views and spends their money.
North Street Group provides one-on-one personal finance coaching focused on understanding each person’s current financial position, challenges to financial wellness, and future financial goals. With this understanding, we work with our clients to create financial management systems, set short and long-term goals, and identify barriers to success.
North Street Group works with both individuals, as well as sponsoring corporate and nonprofit entities. Financial wellness packages are tailored to the individual or sponsoring entity’s needs. Learn more by scheduling a free exploration call below.
Looking for financial wellness support for recent college graduates or young professionals?
“It was super helpful to have the chance to receive an outside perspective on my financial situation, and I felt perfectly at ease to ask any questions or raise concerns I had with a knowledgable, objective third party. I can’t recommend this service enough!”
Lyndsay
“Working with Charity has really given me peace of mind when it comes to my finances. I feel more in control of and confident about my spending and saving.”
Maya
“For me, this was kind of like finance therapy. I learned a lot about how to budget and save, but perhaps the most valuable thing I got out of the sessions was more peace of mind about my finances and the future.”
Harini
“Charity was incredibly helpful and listened to everything I had to say to offer me advice tailored to my unique situation. I appreciated her check-ins and follow-up questions to truly understand my personal financial background. Before these sessions, I was very confused about how to organize my budgeting process as a graduate student, but now I feel very confident in my abilities and course of direction!”