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.

Get local stories you won't find anywhere else right to your inbox.
Sign up here

Comments are closed

Just Posted

Man missing in the South Okanagan located

Victor Genero has been located according to RCMP. He was last seen in Penticton on Feb. 24.

Vees have a short-handed romp over visiting West Kelowna Warriors

The Penticton Vees scored three short-handed goals to take a 1-0 series lead over West Kelowna

New York performer can’t wait to bring Chicago to Penticton

The timeless, award-winning musical comes to the South Okanagan Events Centre March 28.

Penticton RCMP seek assistance locating missing man

Victor Genero has been missing since Feb. 24; he was last seen in Penticton.

Ministry grants SD67 extension to balance books, submit amended budget

The board of trustees voted Monday to acquire outside help to deal with budget concerns

Fashion Fridays: Tammy’s big makeover

Kim XO, helps to keep you looking good on Fashion Fridays on the Black Press Media Network

Okanagan students earn innovation award at B.C. robotics challenge

Kalamalka Secondary students awarded in Victoria

Notorious B.C. fugitive to be extradited from California on murder charge

Brandon Nathan Teixeira submitted to extradition during court proceedings Thursday in Sacramento

Mitchell’s Musings: Karma is king

One good turn leads to another and another…

Canada prepared to monitor for community spread of COVID-19: Tam

The U.S. confirmed one case of the new coronavirus, or COVID-19, in California Thursday

Decade-long health care battle draws to a close today in B.C.

Dr. Brian Day began his battle a decade ago against the B.C. government

Speaker ‘will not tolerate illegal activity’ on B.C. legislature grounds, says chief of staff

Chief of staff to the B.C. speaker Alan Mullen says situation with demonstrators appears ‘fluid’

The price of child poverty: Women parenting alone forced to live harsh reality

Latest figures available show 1,630 children in Columbia Shuswap Regional District living in poverty

Conservative MP questions whether rail blockades constitute terrorism

Crown-Indigenous Relations Minister Carolyn Bennett travelled to B.C. to meet Indigenous leaders

Most Read