Good Money Plan
Planning for your future is exciting.
Whether you’re budgeting for a big trip, buying a home or saving for retirement, the Good Money PlanTM can help make your financial dreams a reality. By matching what you already know with our savvy financial advice, the Good Money Plan can give you confidence in the direction you’re heading.
Not sure where to start? Right here is a good place.
What's your financial focus?
Simply answer the 4 questions below to determine what financial area you should be targeting.
Earning & Spending
Earn more, or spend less is the only way you can affect your cash flow. If you’re spending more than you make every month, you have a “negative cash flow”—correcting it should be a top priority. First, find out where you're over spending. Then, make a realistic budget and stick to it. We can help.
Debt can be scary, but you can’t pretend it doesn’t exist. Every dollar spent on interest is a dollar that could have been put towards achieving your goals. That’s why the best return on your money is almost always paying off high-interest debt. We can show you how.
You know saving is crucial to your financial well-being, but you’ve been waiting for a better time to save. Well, now is that time. Together we can craft a personalized savings plan for your specific savings goals: retirement, a down payment, travel, or maybe all of the above.
You’ve got saving down pat, but when it comes to portfolio allocation, you feel a little uneasy. Not to worry; we can help you build a properly diversified portfolio that’s aligned with your goals and risk tolerance, and show you how to use registered and non-registered accounts to accomplish your goals.
You seem to be on the right financial track, but there’s always room to grow. Have you thought about how an advisor can help you reach your financial goals? What more you could be doing to protect your wealth? Or your will and estate plan? Come in, and let’s talk financial strategy.
Let’s talk about your financial future.
Find out how the Good Money Plan can help you achieve your goals.
Good Money PlanTM is a trademark of Vancouver City Savings Credit Union.