Basic Financial Planning

Just like physical fitness, financial fitness is achieved by developing a plan, putting that plan into action, measuring your progress and making adjustments as you go. MoneyFit is like having a personal trainer for your finances.

You'll start by meeting with one of our financial advisors to do a free MoneyFit Assessment to determine where you are now and what your personal goals are. Think of your advisor as your MoneyFit coach — there to help you develop a simple and achievable MoneyFit plan. Then, you connect with your coach as often as you need to get advice, make plan adjustments and make use of the products and services that can help get you where you want to go.

Whether your goal is the purchase of your first home, paying for your children's education, paying off a student loan, re-establishing your credit, retiring early or something else — your MoneyFit coach will be there every step of the way.

Getting MoneyFit is about feeling confident that you are improving your financial health and making progress towards the goals you have for you and your family. Anyone can get MoneyFit!

Schedule a MoneyFit Assessment Expand/Collapse

By Phone

204.958.8588 or toll-free 1.877.958.8588. 

Monday to Friday, 8am – 8pm and Saturday, 9am – 4pm

By Email

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In Branch

Contact us at any branch to set up a financial assessment


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