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Financial Planning

Kawartha Credit Union exists to support the financial success and well-being of our members and the communities we serve. We call it “Banking in your best interest.”

    The value of planning

    Think of it like this: The fun things in life don’t always just happen, do they? Often they take planning, organizing and thinking ahead.  

    Similarly, starting your financial plan now can help you make smart financial choices for yourself, your home, your family, your vacations, and your retirement.

    Our financial planning experts are  dedicated to  your success, guiding you every step of the way through each life stage. Start your journey today. Together, we can navigate life's financial milestones.

    What is financial planning?

    Financial planning is the cornerstone of a secure and prosperous future. At its core, it's a strategic roadmap that empowers you to make informed decisions about your finances. Financial planning is a dynamic and evolving process that is tailored to your unique circumstances.

    Financial planning is NOT limited to investment planning. While it often includes an investment strategy, when a member engages us we offer a holistic view and deploy the best tools to meet your needs (i.e. budgeting, debt management, investment strategy, retirement planning etc.)

    Team of experts

    Our dedicated Team is committed to helping you achieve financial success. We offer professional advice and services that have proven to be beneficial to our members.

    The right conversation

    Take advantage of one of our personalized services:
    • Full Financial Planning Consultation: Engage in a comprehensive consultation to find out more about your plans and dreams. Together, we’ll create a personalized plan to help you achieve your financial goals.
    • Financial Coaching Discussion: If you prefer a more focused approach or seek guidance for a specific decision, financial coaching can assist you in making informed choices and have peace of mind.

    The right solutions

    At no charge to you, members receive planning and analysis from our qualified professionals. Depending on your unique needs, a financial planning engagement will include one or more of the following elements: 

    • Budgeting and debt management
    • Retirement planning
    • Investment strategy
    • Estate planning
    • Protection planning
    • Separation and divorce
    • Business ownership and succession planning

    Understanding financial planning

    Our planning experts describe key elements of the plan and the process.

    The Kawartha Credit Union Difference

    Regardless of your financial position or goals, we are committed to providing every member with top-notch financial planning services. This unwavering member focus sets us apart from other financial institutions. Our dedicated team is here to provide “the power of planning” to help you achieve lasting financial well being.

    Let's get started!

    Contact Us: 1-855-670-0510
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