Trenton, New Jersey, USA

How We Accomplish Our Goals

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Utilizing a personalized approach, Upstream United works with and guide clients in developing the tools and confidence needed to improve their personal finances. We understand that financial circumstances are unique and require unique approaches, guidance and action steps. We support clients at their level of understanding and build on current knowledge towards attaining their goals.

Consider the following:

  • A 2018 article showed that 44% of Americans don’t have enough cash to cover a $400 emergency.
  • A study completed by the National Endowment for Financial Education found that only 24% of millennials demonstrate basic financial literacy.
  • A fidelity study showed that 39% of millennials worry about their financial future “at least once a week.”
  • According to the 2008 wave of the National Longitudinal Survey of Youth, only 27% of youth knew what inflation was and could do simple interest rate calculations.

Whether you’re looking to simply balance everyday living expenses, learn strategies to effectively repair and boost your credit or build a solid emergency fund a financial educator can help.