How To Give Your Finances a Proper Spring Cleaning
Now that the seasons are changing and we have more sunlight in the evening, most of us get extra energy to tackle things we’ve been putting off for too long. In addition to the cleaning, hauling and organizing you may be doing at home, now is a great time to take a look at your total financial picture. Here are a few smart spring cleaning ideas for your financial life.
North Financial Featured in Ellevate Network Spotlight
It’s such an honor to for North Financial to be featured in a member spotlight by the Ellevate Network!
21 Questions You Should Ask Your Financial Advisor
I recently gave a free presentation at a public library for women wanting to learn more about investing. It was a great feeling to see several dozen women wanting to do the hard work of learning more about finances, but I discovered a problem. Some of the women who did have a financial advisor didn’t know what that person did to help them. Many of them asked me, “Can you give me a list of questions to ask my financial advisor?” Here are 21 questions you can ask next time you have an advisor meeting.
How To Build a Credit Profile for Your Business
When I work with individuals who are starting up their own business (even their own side business), I always mention a lesser known trick for getting initial financing. Hint: it’s a credit card. Here’s a how-to on getting your first business credit card.
FAQ on Emergency Funds
I read a recent article that said most American’s (63% of us!) can’t handle a surprise $500 expense. That number shocked and saddened me, and it’s much higher than I would’ve expected. There are a few reasons I think this happens to people. I’ve got some answers to frequently asked questions on emergency funds.
What’s it Like to Work With North Financial?
Clients of North Financial are successful in their day jobs, ambitious, and probably don’t want to stay at the same desk job forever. They may already be looking into starting a business of their own one day. However, with their busy personal and professional lives, they don’t have the time to wade through mountains of news and information to figure out what to do about their budget, investing and retirement planning. Learn more about how our clients get a better handle on their finances, save time, and have access to advice tailored to their own unique needs.

