There’s never a wrong time to look at your financial future.

Think You Don’t Need a Financial Plan? Think Again.

A comprehensive financial plan has benefits for people of all ages and income levels

It’s common to hear family, friends and coworkers talk about the high cost of living. As British Columbians, it’s something that we all struggle with. Real estate prices are high, gas prices keep rising, and groceries are escalating. But what if there was someone who could help you reach your financial goals, at any age?

Financial planners are often dismissed as being just for older people, but studies show that developing a comprehensive financial plan has benefits for people of all ages and income levels. Preventing early financial mistakes and learning how to budget and save are important at any life stage. Working with an advisor is a great way to learn what you should and should not do with your money.

“It’s hard to stick to a plan,” says Paul Heinrichs, Wealth Management Specialist at Prospera Credit Union in Vancouver. “Those who are successful most often work with others – personal trainers for exercise, dieticians and doctors for health, and financial planners for financial well-being. As a Certified Financial Planner, not only do I help clients to identify short-term, long-term, and estate goals, I help them to stick to the plan by adjusting, adapting, and working through the hurdles that life puts in the way.”

Understanding your own short and long-term goals is valuable for people of all ages and income levels. By taking stock of where you’re at and, more importantly, where you want to go, a financial planner can help you get there.

Prospera Credit Union has Certified Financial Planners available in every branch who can help you achieve financial health. Whether you’re just graduating from university, expecting a new baby, retiring, or anything in between, they are there to help you make the most of your money and prepare for your future.

There’s never a wrong time to look at your financial future. Speak with a Prospera advisor today to explore how they can help you find the right plan for your life.

***

A credit union serving British Columbia for more than 70 years, Prospera is proud to serve its 63,000 members from locations in the Lower Mainland, Fraser Valley and Okanagan.

Comments are closed

Just Posted

Pedestrian rushed to hospital after being hit by car in Surrey

Friday crash at 88th Avenue and 152nd Street is latest in rash of collisions involving pedestrians

Two women injured in late-night assault outside White Rock restaurant

‘All he had to do was turn around and leave’ - victim

Surrey school district surpasses projected enrolment

Lastest student numbers as of Sept. 30

Delta police warn public of Tsawwassen rental scam

Would-be renter asked to send a $1,300 deposit to a fraudulent Airbnb account

Tommy Chong says cannabis legalization makes him proud to be a Canadian

Legendary marijuana advocate and comedian celebrates cultural milestone at Kelowna event

Payette invites critics to ‘come and spend a few days’ with her

Governor General Julie Payette made her first official to B.C. back in March

More pot stores expected in B.C. in coming ‘weeks and months’: attorney general

Attorney General David Eby and Public Safety Minister Mike Farnworth visited the new BC Cannabis Store in the province’s Interior

Telus launches charitable foundation to help vulnerable youth

The Telus Friendly Future Foundation complements other social initiatives by the company, including Mobility for Good

Police say suspicious death of B.C. artist ruled a homicide

Patrick Zube Aylward’s body was found in a residence on a rural road outside of Seton Portage, west of Lillooet, B.C.

Temporary roads being built in areas affected by landslide in northern B.C.

Emergency Management BC news release says Disaster Financial Assistance is available to eligible residents of the Peace River Regional District who may have been affected by the landslides

B.C. tickets win big in Lotto Max draw

Jackpot carried over; B.C. tickets share Max Millions prizes

VIDEO: G-Men seek revenge Saturday night in rematch at Langley Events Centre

Portland’s Winterhawks downed the Vancouver Giants 5-3 during a road trip down south.

Most Read