CKPG Today Money Matters
Why making a financial plan can pay off for you
Oct 18, 2022 | 2:28 PM
-
Share on Facebook
-
Share on Bluesky
-
Share on X
- Copy Link
In this week’s money matters segment, we were joined by Kurt Pethick a Senior Financial Planner and Qtrade Advisor for Integris Credit Union to talk about why you should set up a financial plan.
In that plan you should include some goals, and adjust and re-evaluate every six months to a year as well with your financial advisor. Whether your goals are investments, property, or material related it is important to have a destination for your dollars in mind.
The plan should be comprehensive but also highly individualized, to reflect the individual’s personal and family situations, risk tolerance, and future expectations.
