Skip to main content

Discover our Financial Check Up

Northern Birch is committed to helping our members become financially knowledgeable and secure. That’s why we’ve introduced the Financial Check Up.

The Check Up gives you the opportunity to sit down with a member of our team and go through a quick questionnaire, which covers all of your basic financial needs. It’s an opportunity for you to get a clear picture of your finances and your current financial plan. Our Financial Check Up can be completed in person, over the phone or via Skype if needed, and it will only take 30 minutes or less!

For some it is an opportunity to put a plan in place. It may be as simple as finding ways to save money, or understanding where your money goes, to finding ways to get more out of your investments or consolidating debt to make life more manageable. Every person’s financial situation is different, and we want to help make sure you have a plan in place that accurately reflects your life.

​Speaking with Liisi for half an hour was really helpful to me. She asked me questions that made me think about things I hadn't thought of, let me know about products I wasn't aware of, and helped make a strategy for attaining both my short & long term financial goals. Unpacking my finances with someone other than my partner gave me a fresh perspective.

Tuuli Hess, Member and Employee at Northern Birch

Ready to talk?

Schedule your appointment with us today!