Planning and Advice

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At Progressive Credit Union, we believe that, regardless of your income level or whatever stage you are in your life, careful, long-term planning is the best way to ensure you realize your long-term dreams.

When faced with challenging decisions, you need an expert who will listen to your goals, provide information and answer questions…we have experts!  Talk to us about how we can help you develop plans and reach your goals. Or, spend some time right here on our website and find the expert financial advice you need - along with the information and tools required to empower you to make the best decisions for your financial success.

 

Your Personal Financial Advice

Your personal and family life can get hectic at times, don’t let your finances follow suit. Select from one of the Life Events below to learn more about planning ahead for your financial success.

Your Business Financial Advice

Your business relies on strong financial guidance and support to run smoothly. Click on a business topic below to learn more about planning and managing your business finances.

Your Protection and Security

The financial sector has always been a prime target for fraud and crime. With electronic communication and interaction now the norm, it’s never been more important for members to be informed and protect themselves against online fraud and scams as well. Click on a security topic below to learn more about protecting yourself and your information.

Expert Articles

Whether you're just getting started, or fully engaged in  your quest for more information, our expert articles will help shed light on your financial planning questions.

Why Track Your Spending Habits?

The little things add up - quickly.  How much are you spending on snacks or parking?  Before you know it, you've spent hundreds of dollars with very little to show for it.  By tracking your spending over two to three months, you start to see trends and habits.

How Do You Build a Financial Plan?

If you don't know where you are or where you want to go, will you know how to get there or when you've arrived?  Completing this financial planning exercise produces a financial plan snapshot to help you get started.

What is Your Net Worth and What Does it Mean?

Today, a positive net worth can sometimes be a challenging goal to reach.  Understanding your own personal net worth and the reasons behind it will help you improve your financial position.

Want to Build Your Savings Faster?

Understanding your financial position will offer you a sense of how much you can save.  Find tips like paying yourself first and spending less than what you earn, along with helpful calculators to get you on track to building your savings faster.

How Can You Pay Down Debt Sooner?

Canadian consumer debt has climbed to record levels.  Make this the year you take steps to get a handle on your debt load.  Find tips to get you started.

Investing 101

Are you ready to start thinking about investments?  Find some questions to consider, like where you can find the money to invest.  Answering these questions will help you determine what kind of investment strategy works for you now and in the future.

Ten Questions to Ask Before You Meet with a Financial Expert

When you take the step to set up an appointment with a financial expert, there are ten questions you should ask yourself to prepare for the meeting.  Answering these questions will help you to accurately describe your financial situation.

Personal Balance Sheet

Capture a snapshot of all of your assets and debts with this easy to use personal balance sheet sample template.

Household Budget Worksheet

Download a sample monthly budget worksheet to help you track your spending.

 

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