Our Services

At Near North Financial, we understand the unique financial challenges faced by young, high earning professionals in today's fast-paced world. Our Financial Planning Relationship is specially designed to empower and guide young professional individuals and families towards building a secure future.

Financial Planning Relationship

For those looking for on-going financial planning

Designed for high earning young professionals

Planning Topics Include (but are not limited to):

  • student loans

  • taxes

  • retirement

  • income

  • giving

  • college-savings

  • equity comp

  • investing

  • credit cards

  • insurance

  • home-buying

  • family-planning

At Near North Financial, we strive to relieve you of the stress of managing your finances, so you can concentrate on what's truly important.