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What is Financial Planning?

September 7,2021

Author: motusbank

At motusbank, we believe that everyone needs a financial plan. Your motusbank Financial Planner, through Credential Securities or Credential Asset Management Inc., will help you figure out where you are financially, and build a personalized plan to reach your goals.

Financial planning is for everyone (yes, that means you!)

Whether you’re just starting out, well into your career, or getting ready to enjoy retirement, we’ll work with you to make smart decisions and set realistic goals.

Why think about Financial Planning?

  • Life changes
    A new career or growing family
  • A reimagined goal
    A second home or early retirement
  • Changing markets
    Strategies to stay invested with confidence

How Financial Planning makes you feel?

  • Optimistic
  • Empowered
  • Supported

Where do you start?

  • Have a conversation with a Financial Planner
  • Figure out your goals
  • Build a plan

What can your motusbank Financial Planner do for you?

  • Help you set (and reach) your goals
  • Recommend the right investments
  • Rebuild your confidence after a set back
  • Preserve your investments and estate

You’ll learn to track your progress, ask questions and pivot when things change. What a great feeling to be feeling focused, confident, and prepared.

Discover Financial Planning at motusbank today!

Ready to get started?

Call us at 1-833-905-4063
Connect with a Financial Planner
Explore Financial Planning at motusbank

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.