Christian Credit Union - Financial Planning

Goal-Setting

If you do not know what you're working towards, it is challenging to make achievements.

Let us walk alongside you to set and clarify financial goals that will impact all other areas of your wealth management.

Budgeting

After identifying what is important to you, our advisors will help you gain an understanding of your cashflow needs and create a budget that suits your current situation that will help you keep you on track with your savings, recommend strategies for debt reduction, and establish generous giving habits.

Tax Efficiency

To help you make the most of your resources, our advisors will guide you in understanding how taxes affect your income and investments, recommend strategies to reduce your tax burden, and ensure the optimization of your giving and savings goals.

Planning for Your Life-Stage

Whether you are looking to buy a home, prepare for retirement, or leave a legacy for your children, we can serve you!

Talk to our team about what services will benefit you in the stage of life you are in.